Independence Financial Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Independence Financial Advisors, LLC

$328 Billion
Q3 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 146,296 shares of FNCL stock, worth $10.9 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

146,296

Previous 144,405 1.31%

Holding current value

$10.9 Million

Previous $10.7 Billion 4.46%

% of portfolio

3.4%

Previous 4.16%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$72.91 - $77.23 $137,872 - $146,041	1,891 Added 1.31%	146,296 $11.2 Billion
Q2 2025 Aug 08, 2025	BUY	$61.08 - $74.04 $289,274 - $350,653	4,736 Added 3.39%	144,405 $10.7 Billion
Q1 2025 May 08, 2025	BUY	$66.3 - $74.17 $9.26 Million - $10.4 Million	139,669 New	139,669 $9.71 Billion

Others Institutions Holding FNCL

# of Institutions

291

Shares Held

13.6M

Call Options Held

8.8K

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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Independence Financial Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History