Number of Shares
66,914.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
1.71%
Total Estimate Gain
$298,436.44
% of Total Estimate Gain
9.07%

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 $53.66, Centerline Wealth Advisors, LLC's estimated gain on his FDVV holdings is $298,436.44, reflecting a 9.07% gain to date.

Centerline Wealth Advisors, LLC FDVV ($53.66) Holding Chart

Centerline Wealth Advisors, LLC FDVV ($53.66) 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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