Independence Financial Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History
Independence Financial Advisors, LLC
- $328 Billion
- Q3 2025
A detailed history of Independence Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 132,727 shares of FIDU stock, worth $10.7 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
132,727
Previous 83,950
58.1%
Holding current value
$10.7 Million
Previous $6.51 Billion
67.1%
% of portfolio
3.31%
Previous 2.53%
Shares
3 transactions
Others Institutions Holding FIDU
# of Institutions
222Shares Held
8.19MCall Options Held
2.5KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.74MShares$140 Million0.45% of portfolio
-
Ae Wealth Management LLC1.05MShares$84.9 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO910KShares$73.5 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC405KShares$32.7 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC251KShares$20.3 Million0.01% of portfolio