Independence Financial Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Independence Financial Advisors, LLC

  • $328 Billion
  • Q3 2025
Number of Shares
774,768
Previous 830,356 6.69%
Holding current value
$31.9 Billion
Previous $30.7 Billion 3.61%
% of portfolio
9.7%
Previous 11.96%

Shares

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