Circle Wealth Management, LLC
Q1 2021 13F Holdings
Location
Summit, NJ
Holdings as of
3/31/2021
Value ($000)
$626,852
Num holdings
161
Date filed
5/17/2021
Form type
13F-HR
Prev filing
2/18/2021
Next filing
8/16/2021
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type