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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → INDB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC INDB Position History
Independent Bank Corp. • Financial Services
Quarters held
7
Latest value
$287K
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2M |
| Q2 2026 | $218K |
| Q3 2026 | $2.6M |
| Q3 2026 | $287K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $287K | 8.0K | — | — |
| Q3 2026 | $2.6M | 33.8K | — | — |
| Q2 2026 | $218K | 6.1K | — | — |
| Q2 2026 | $2M | 23.9K | — | — |
| Q1 2026 | $1.7M | 22.8K | — | — |
| Q4 2025 | $1.8M | 24.2K | — | — |
| Q3 2025 | $1.7M | 24.1K | — | — |
Other funds holding INDB
$235.3M
$223.2M
$223.2M
$189.7M
$183.3M
$117.8M
$107.9M
$106.3M