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

Independence Financial Advisors, LLC

$364 Billion
Q4 2025

A detailed history of Independence Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 150,957 shares of FNCL stock, worth $11.2 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

150,957

Previous 146,296 3.19%

Holding current value

$11.2 Million

Previous $11.2 Billion 5.08%

% of portfolio

3.23%

Previous 3.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$73.1 - $76.24 $340,719 - $355,354	4,661 Added 3.19%	150,957 $11.7 Billion
Q3 2025 Oct 24, 2025	BUY	$72.91 - $77.23 $137,872 - $146,041	1,891 Added 1.31%	146,296 $11.2 Billion
Q2 2025 Aug 08, 2025	BUY	$61.08 - $74.04 $289,274 - $350,653	4,736 Added 3.39%	144,405 $10.7 Billion
Q1 2025 May 08, 2025	BUY	$66.3 - $74.17 $9.26 Million - $10.4 Million	139,669 New	139,669 $9.71 Billion

Others Institutions Holding FNCL

# of Institutions

289

Shares Held

13.6M

Call Options Held

8.8K

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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Independence Financial Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History