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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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 175k 52.43
2025-06-30 $8.7M 175k 49.87
2025-03-31 $8.1M 168k 48.32
2024-12-31 $7.6M 159k 48.19

More positions owned by Centerline Wealth Advisors

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core 60/40 Balan (AOR)
Fidelity Covington Trust Msci Matls Index (FMAT)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Centerline Wealth Advisors

Top funds holding Fidelity msci matls index

AE Wealth Management
Lido Advisors
Centerline Wealth Advisors
Agf Management
Commonwealth Equity Services
Advisor Group Holdings
Certified Advisory Corp
Steward Partners Investment Advisory
LPL Financial
Kovitz Investment Group Partners
Goldman Sachs Group
Envestnet Asset Management
Morgan Stanley
Lifeworks Advisors
Peak Financial Management

View all funds holding Fidelity msci matls index