Circle Wealth Management, LLC's ownership history for XYZ

Circle Wealth Management, LLC currently holds 8.3K shares with a market value of $496.8K. It started holding XYZ on 2026-03-31. At its peak, it held 8.3K shares on 2026-03-31. Its highest holding value was $496.8K on 2026-03-31. At its lowest, it held 8.3K shares on 2026-03-31, with a value of $496.8K on 2026-03-31.