Independence Financial Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History
Independence Financial Advisors, LLC
- $263 Billion
- Q1 2025
A detailed history of Independence Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 139,669 shares of FNCL stock, worth $9.49 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
139,669Holding current value
$9.49 Million% of portfolio
3.69%Shares
1 transactions
Others Institutions Holding FNCL
# of Institutions
270Shares Held
12.1MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$157 Million0.73% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$131 Million0.03% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6751KShares$51 Million0.27% of portfolio
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Commonwealth Equity Services, LLC589KShares$40.1 Million0.06% of portfolio
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Congress Wealth Management LLC Boston, MA321KShares$21.8 Million0.32% of portfolio