Independence Financial Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Independence Financial Advisors, LLC
- $328 Billion
- Q3 2025
A detailed history of Independence Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 59,497 shares of FDIS stock, worth $5.86 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
59,497
Previous 58,594
1.54%
Holding current value
$5.86 Million
Previous $5.51 Billion
11.04%
% of portfolio
1.86%
Previous 2.14%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
255Shares Held
8.83MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.48MShares$146 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.22MShares$120 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC928KShares$91.5 Million0.01% of portfolio
-
Ae Wealth Management LLC763KShares$75.1 Million0.58% of portfolio
-
Richard Bernstein Advisors LLC492KShares$48.5 Million1.46% of portfolio