Independence Financial Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Independence Financial Advisors, LLC
- $257 Billion
- Q2 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 58,594 shares of FDIS stock, worth $5.64 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
58,594Holding current value
$5.64 Million% of portfolio
2.14%Shares
1 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
9.26MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$131 Million0.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$117 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC924KShares$89 Million0.01% of portfolio
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Ae Wealth Management LLC680KShares$65.5 Million0.54% of portfolio
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Pfg Advisors666KShares$64.1 Million2.09% of portfolio