Circle Wealth Management, LLC's ownership history for IEF

Circle Wealth Management, LLC currently holds 44.9K shares with a market value of $4.3M. It started holding IEF on 2024-09-30. At its peak, it held 48.9K shares on 2024-09-30. Its highest holding value was $4.8M on 2024-09-30. At its lowest, it held 41.2K shares on 2025-03-31, with a value of $3.9M on 2024-12-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 3.7K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 4.0K.