Circle Wealth Management, LLC's ownership history for OKLO

Circle Wealth Management, LLC currently holds 5.4K shares with a market value of $387.2K. It started holding OKLO on 2025-06-30. At its peak, it held 6.0K shares on 2025-06-30. Its highest holding value was $598.4K on 2025-09-30. At its lowest, it held 5.4K shares on 2025-09-30, with a value of $337.1K on 2025-06-30. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 624.