Circle Wealth Management, LLC's ownership history for IBIT

Circle Wealth Management, LLC currently holds 28.6K shares with a market value of $1.4M. It started holding IBIT on 2024-12-31. At its peak, it held 28.6K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 5.1K shares on 2024-12-31, with a value of $244.5K on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 5.8K. In the recent year, Circle Wealth Management, LLC has increased its shares by 23.5K.