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Independent Bank shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Independent Bank shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Independent Bank

Tip: Access up to 7 years of quarterly data

All positions including Independent Bank held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 4.6k 55.90

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

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