Circle Wealth Management, LLC

Q3 2022 13F Holdings

Location
Summit, NJ
Holdings as of
9/30/2022
Value ($000)
$606,421
Num holdings
161
Date filed
11/14/2022
Form type
13F-HR
Prev filing
8/12/2022
Next filing
2/13/2023
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type