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Independent Bank shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Independent Bank shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Independent Bank

Tip: Access up to 7 years of quarterly data

All positions including Independent Bank held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $415k 7.2k 57.66

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

Top funds holding Independent Bank

BlackRock
Dimensional Fund Advisors
Geode Capital Management
Capital Research and Management Company - Division 3
Invesco
Charles Schwab Investment Management
Bank of New York Mellon
Northern Trust
Bank of America Corporation
Magnetar Financial
Westchester Capital Management
Bessemer
American Century Companies
Principal Financial Group
CNH Partners

View all funds holding Independent Bank