Circle Wealth Management, LLC's ownership history for FI

Circle Wealth Management, LLC currently holds 8.3K shares with a market value of $556.8K. It started holding FI on 2025-09-30. At its peak, it held 8.3K shares on 2025-12-31. Its highest holding value was $856.7K on 2025-09-30. At its lowest, it held 6.6K shares on 2025-09-30, with a value of $556.8K on 2025-12-31.