Circle Wealth Management, LLC
Q4 2019 13F Holdings
Location
Summit, NJ
Holdings as of
12/31/2019
Value ($000)
$577,497
Num holdings
189
Date filed
2/24/2020
Form type
13F-HR
Prev filing
11/15/2019
Next filing
5/15/2020
SEC
View on sec.gov
Compare Q4 2019 to
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type