Circle Wealth Management, LLC's ownership history for CBRE

Circle Wealth Management, LLC currently holds 1.6K shares with a market value of $251.2K. It started holding CBRE on 2024-12-31. At its peak, it held 1.6K shares on 2025-03-31. Its highest holding value was $251.2K on 2025-09-30. At its lowest, it held 1.6K shares on 2024-12-31, with a value of $209.3K on 2024-12-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 28.