Number of Shares
459,691.00
Current Holdings Value*
$22.18 Mil
% of Portfolio
10.88%
Total Estimate Gain
$2.03 Mil
% of Total Estimate Gain
9.62%

Centerline Wealth Advisors, LLC's Fidelity Blue Chip Growth ETF Holding Summary

As of 2025-06-30, Centerline Wealth Advisors, LLC held 459,691.00 shares of Fidelity Blue Chip Growth ETF(FBCG), totaling $22.18 Mil. This investment constitutes 10.88% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0.51% of the outstanding Fidelity Blue Chip Growth ETF(FBCG) stock.

The initial trade took place in 2024Q4. And since then Centerline Wealth Advisors, LLC has made 1 purchases of FBCG, at an average price of $44.95, for a total of 469,235.00 shares. In addition, there have been 1 sales at an average price of $45.24 for 9,544.00 shares. Based on historical transaction data and FBCG's current price of $49.36, Centerline Wealth Advisors, LLC's estimated gain on his FBCG holdings is $2.03 Mil, reflecting a 9.62% gain to date.

Centerline Wealth Advisors, LLC FBCG ($49.36) Holding Chart

Centerline Wealth Advisors, LLC FBCG ($49.36) 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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