Circle Wealth Management, LLC
Q1 2024 13F Holdings
Location
Summit, NJ
Holdings as of
3/31/2024
Value ($000)
$4,034,576
Num holdings
194
Date filed
5/14/2024
Form type
13F-HR
Prev filing
2/14/2024
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type