WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's ownership history for WM


WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV currently holds 2.4K shares with a market value of $553.5K. It started holding WM on 2024-09-30. At its peak, it held 3.5K shares on 2025-06-30. Its highest holding value was $792.6K on 2025-06-30. At its lowest, it held 2.0K shares on 2025-09-30, with a value of $446.1K on 2025-09-30. In the recent 180 days, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has increased its shares by 389. In the recent year, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has decreased its shares by 942.


WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's ownership history for WM