Centerline Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Centerline Wealth Advisors, LLC
- $276 Billion
- Q4 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 91,287 shares of FDVV stock, worth $5.12 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
91,287
Previous 95,324
4.24%
Holding current value
$5.12 Million
Previous $5.31 Billion
2.55%
% of portfolio
1.87%
Previous 2.31%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
429Shares Held
51.8MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
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Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
-
Retirement Planning Group2.2MShares$123 Million6.01% of portfolio