Circle Wealth Management, LLC's ownership history for FI

Circle Wealth Management, LLC currently holds 9.8K shares with a market value of $549.6K. It started holding FI on 2025-09-30. At its peak, it held 9.8K shares on 2026-03-31. Its highest holding value was $856.7K on 2025-09-30. At its lowest, it held 6.6K shares on 2025-09-30, with a value of $549.6K on 2026-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 3.2K.