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  Name: WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
  City: SOUH BEND
  State: IN
  Zip: 46601
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $279,567,000
  Total Value Change : $23,005,000
  Securities Held Change : 3
   
All Securities Held : 142
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf New $59.53 $268,000 4,490 % 268,000 4,490 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... New $505.03 $213,000 448 % 213,000 448 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited New $1,238.57 $201,000 180 % 201,000 180 0    N/A

      3 Records Found
  1    
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