Independence Financial Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Independence Financial Advisors, LLC

  • $328 Billion
  • Q3 2025
Number of Shares
916,296
Previous 873,531 4.9%
Holding current value
$30.7 Billion
Previous $27.8 Billion 10.71%
% of portfolio
9.36%
Previous 10.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Independence Financial Advisors, LLC Portfolio

Follow Independence Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independence Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independence Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email