Circle Wealth Management, LLC's ownership history for XLK

Circle Wealth Management, LLC currently holds 136.6K shares with a market value of $19.7M. It started holding XLK on 2024-09-30. At its peak, it held 136.6K shares on 2025-12-31. Its highest holding value was $19.7M on 2025-12-31. At its lowest, it held 58.1K shares on 2024-09-30, with a value of $12.5M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 70.5K. In the recent year, Circle Wealth Management, LLC has increased its shares by 77.1K.