Independence Financial Advisors, LLC FALN Holdings History
Number of Shares
446,140.00
Current Holdings Value*
$11.95 Mil
% of Portfolio
4.54%
Total Estimate Gain
$80,305.20
% of Total Estimate Gain
0.67%
Independence Financial Advisors, LLC's iShares Fallen Angels USD Bond ETF Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 446,140.00 shares of iShares Fallen Angels USD Bond ETF(FALN), totaling $11.95 Mil. This investment constitutes 4.54% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.7% of the outstanding iShares Fallen Angels USD Bond ETF(FALN) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and FALN's current price of $27.12, Independence Financial Advisors, LLC's estimated gain on his FALN holdings is $80,305.20, reflecting a 0.67% gain to date.
Independence Financial Advisors, LLC FALN ($27.12) Holding Chart
Independence Financial Advisors, LLC FALN ($27.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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