Circle Wealth Management, LLC's ownership history for EPI

Circle Wealth Management, LLC currently holds 143.7K shares with a market value of $6.7M. It started holding EPI on 2024-09-30. At its peak, it held 143.7K shares on 2025-12-31. Its highest holding value was $6.7M on 2025-12-31. At its lowest, it held 66.5K shares on 2025-06-30, with a value of $3.0M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 77.2K. In the recent year, Circle Wealth Management, LLC has increased its shares by 75.8K.