Circle Wealth Management, LLC's ownership history for PNC

Circle Wealth Management, LLC currently holds 1.8K shares with a market value of $361.6K. It started holding PNC on 2024-09-30. At its peak, it held 1.8K shares on 2025-09-30. Its highest holding value was $361.6K on 2025-09-30. At its lowest, it held 1.5K shares on 2024-12-31, with a value of $273.8K on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 243. In the recent year, Circle Wealth Management, LLC has increased its shares by 104.