Centerline Wealth Advisors, LLC FDVV Holdings History
Number of Shares
66,914.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
1.71%
Total Estimate Gain
$282,377.08
% of Total Estimate Gain
8.58%
Centerline Wealth Advisors, LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-06-30, Centerline Wealth Advisors, LLC held 66,914.00 shares of Fidelity High Dividend ETF(FDVV), totaling $3.48 Mil. This investment constitutes 1.71% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0.06% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2025Q2. And since then Centerline Wealth Advisors, LLC has made 1 purchases of FDVV, at an average price of $49.20, for a total of 66,914.00 shares. Based on historical transaction data and FDVV's current price of $53.42, Centerline Wealth Advisors, LLC's estimated gain on his FDVV holdings is $282,377.08, reflecting a 8.58% gain to date.
Centerline Wealth Advisors, LLC FDVV ($53.42) Holding Chart
Centerline Wealth Advisors, LLC FDVV ($53.42) 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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