Top 10 Stocks Held By Walter & Keenan Financial Consulting Co. MI ADV
By Holdings Channel Staff, updated Thursday, May 2, 6:10 PM
In total we count 139 positions held by Walter & Keenan Financial Consulting Co. MI ADV as of their latest 13F filing, but among those total Walter & Keenan Financial Consulting Co. MI ADV holdings we've sorted out the top ten stocks held by Walter & Keenan Financial Consulting Co. MI ADV by largest position size, and presented them here in slideshow form.
#10 . SCHB
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
91,759
$5,602 SCHB 91,759 $5,602
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
91,489
$5,093 SCHB 91,489 $5,093
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
91,173
$4,545 SCHB 91,173 $4,545
SCHB Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$4,545
$5,093
$5,602
09/30/2023 12/31/2023 03/31/2024
Share Count
91,173
91,489
91,759
09/30/2023 12/31/2023 03/31/2024
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