Centerline Wealth Advisors »

Fidelity msci matls index shares owned by Centerline Wealth Advisors

Quarter-by-quarter ownership of Fidelity msci matls index (FMAT) shares owned by Centerline Wealth Advisors from 13F filings

Historical chart of Centerline Wealth Advisors investment in Fidelity msci matls index

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0017.639146M7.6391465M7.639147M7.6391475M7.639148M158.527k158.5275k158.528k158.5285k158.529k
Value ($)Share countHistorical FMAT position of Centerline Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci matls index held by Centerline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci matls index by Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.6M 159k 48.19

More positions owned by Centerline Wealth Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple Com Cl A (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Matls Index (FMAT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Conv Bd Etf (ICVT)
Tcw Etf Trust Transform System (NETZ)
Ishares Msci Emrg Chn (EMXC)

View all positions for Centerline Wealth Advisors

Top funds holding Fidelity msci matls index

AE Wealth Management
Envestnet Asset Management
Lido Advisors
Cetera Investment Advisers
Centerline Wealth Advisors
Wells Fargo & Company
Commonwealth Equity Services
LPL Financial
Certified Advisory Corp
Agf Management
Kovitz Investment Group Partners
Morgan Stanley
Goldman Sachs Group
Peak Financial Management
Advisor Group Holdings

View all funds holding Fidelity msci matls index