Circle Wealth Management, LLC's ownership history for ACWI

Circle Wealth Management, LLC currently holds 199.1K shares with a market value of $28.2M. It started holding ACWI on 2024-09-30. At its peak, it held 199.1K shares on 2025-12-31. Its highest holding value was $28.2M on 2025-12-31. At its lowest, it held 187.6K shares on 2024-09-30, with a value of $21.8M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 11.5K. In the recent year, Circle Wealth Management, LLC has increased its shares by 11.5K.