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Independence Financial Advisors, LLC → INDB

Independence Financial Advisors, LLC INDB Position History

Independent Bank Corp. • Financial Services

Quarters held
5
Latest value
$448K
Q3 2026
Peak value
$480K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$389K
Q4 2025$414K
Q1 2026$429K
Q2 2026$480K
Q3 2026$448K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$448K5.8K——
Q2 2026$480K5.7K——
Q1 2026$429K5.7K——
Q4 2025$414K5.7K——
Q3 2025$389K5.6K——

Other funds holding INDB

Other Independence Financial Advisors, LLC positions

EXC

FIDELITY COVINGTON TRUST

$63.1M
EXC

FIDELITY COVINGTON TRUST

$58.7M
EXC

FIDELITY COVINGTON TRUST

$54.7M
EXC

FIDELITY COVINGTON TRUST

$47.7M
FIS

FIDELITY COVINGTON TRUST

$45.2M
FIS

FIDELITY COVINGTON TRUST

$40.3M
EXC

FIDELITY COVINGTON TRUST

$31.9M
BLK

ISHARES TR

$21.3M