WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Q1 2019 vs. Q3 2023 13F Holdings

Period
Q1 2019
Q3 2023
Holdings as of
3/31/2019
9/30/2023
Value ($000)
$227,190
$256,556
Num holdings
155
139
Form type
13F-HR
13F-HR
Date filed
5/8/2019
10/20/2023
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2019 Q3 2023 Diff Chg % Q1 2019 Q3 2023 Diff Chg %