Centerline Wealth Advisors, LLC FMAT Holdings History
Number of Shares
174,962.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
4.28%
Total Estimate Gain
$-39,171.17
% of Total Estimate Gain
-0.43%
Centerline Wealth Advisors, LLC's Fidelity MSCI Materials Index ETF Holding Summary
As of 2025-06-30, Centerline Wealth Advisors, LLC held 174,962.00 shares of Fidelity MSCI Materials Index ETF(FMAT), totaling $8.73 Mil. This investment constitutes 4.28% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 2.12% of the outstanding Fidelity MSCI Materials Index ETF(FMAT) stock.
The initial trade took place in 2024Q4. And since then Centerline Wealth Advisors, LLC has made 2 purchases of FMAT, at an average price of $52.39, for a total of 174,962.00 shares. Based on historical transaction data and FMAT's current price of $52.16, Centerline Wealth Advisors, LLC's estimated gain on his FMAT holdings is $-39,171.17, reflecting a -0.43% gain to date.
Centerline Wealth Advisors, LLC FMAT ($52.16) Holding Chart
Centerline Wealth Advisors, LLC FMAT ($52.16) 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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