Circle Wealth Management, LLC's ownership history for IWD

Circle Wealth Management, LLC currently holds 672.6K shares with a market value of $141.5M. It started holding IWD on 2024-09-30. At its peak, it held 672.6K shares on 2025-12-31. Its highest holding value was $141.5M on 2025-12-31. At its lowest, it held 607.4K shares on 2024-09-30, with a value of $112.5M on 2024-12-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 65.0K. In the recent year, Circle Wealth Management, LLC has increased its shares by 65.0K.