Independence Financial Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Independence Financial Advisors, LLC

  • $328 Billion
  • Q3 2025
Number of Shares
296,478
Previous 292,215 1.46%
Holding current value
$10.5 Billion
Previous $9.72 Billion 7.62%
% of portfolio
3.19%
Previous 3.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
4,263 Added 1.46%
296,478 $10.5 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
292,215 New
292,215 $9.72 Billion
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