Circle Wealth Management, LLC's ownership history for RJF

Circle Wealth Management, LLC currently holds 1.5K shares with a market value of $216.2K. It started holding RJF on 2025-09-30. At its peak, it held 1.5K shares on 2025-12-31. Its highest holding value was $255.1K on 2025-09-30. At its lowest, it held 1.5K shares on 2025-09-30, with a value of $216.2K on 2026-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 15.