Independence Financial Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Independence Financial Advisors, LLC

  • $364 Billion
  • Q4 2025
Number of Shares
949,124
Previous 916,296 3.58%
Holding current value
$32.9 Billion
Previous $30.7 Billion 7.07%
% of portfolio
9.04%
Previous 9.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
32,828 Added 3.58%
949,124 $32.9 Billion
Q3 2025

Oct 24, 2025
BUY
N/A
42,765 Added 4.9%
916,296 $30.7 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
843,354 Added 2794.69%
873,531 $27.8 Billion
Q1 2025

May 08, 2025
BUY
N/A
30,177 New
30,177 $928 Million
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