Independence Financial Advisors, LLC FNCL Holdings History
Number of Shares
139,669.00
Current Holdings Value*
$9.71 Mil
% of Portfolio
3.69%
Total Estimate Gain
$613,146.91
% of Total Estimate Gain
6.19%
Independence Financial Advisors, LLC's Fidelity MSCI Financials Index ETF Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 139,669.00 shares of Fidelity MSCI Financials Index ETF(FNCL), totaling $9.71 Mil. This investment constitutes 3.69% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.46% of the outstanding Fidelity MSCI Financials Index ETF(FNCL) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and FNCL's current price of $75.28, Independence Financial Advisors, LLC's estimated gain on his FNCL holdings is $613,146.91, reflecting a 6.19% gain to date.
Independence Financial Advisors, LLC FNCL ($75.28) Holding Chart
Independence Financial Advisors, LLC FNCL ($75.28) 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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