Independence Financial Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Independence Financial Advisors, LLC

  • $364 Billion
  • Q4 2025
Number of Shares
1,310,736
Previous 774,768 69.18%
Holding current value
$54.7 Billion
Previous $31.9 Billion 71.56%
% of portfolio
15.02%
Previous 9.7%

Shares

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

Jan 15, 2026
BUY
N/A
535,968 Added 69.18%
1,310,736 $54.7 Billion
Q3 2025

Oct 24, 2025
SELL
N/A
-55,588 Reduced 6.69%
774,768 $31.9 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
774,977 Added 1399.41%
830,356 $30.7 Billion
Q1 2025

May 08, 2025
BUY
N/A
55,379 New
55,379 $1.74 Billion
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