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

Independence Financial Advisors, LLC

$263 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNCL

# of Institutions

270

Shares Held

12.1M

Call Options Held

100

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.31M
Shares

$157 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.85M
Shares

$126 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$51 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

589K
Shares

$40.1 Million
0.06% of portfolio
Congress Wealth Management LLC Boston, MA

321K
Shares

$21.8 Million
0.32% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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