Circle Wealth Management, LLC SERVICETITAN INC Transaction History

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025
Number of Shares
8,717
Previous 4,032 116.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
4,685 Added 116.2%
8,717 $0
Q2 2025

Aug 14, 2025
BUY
N/A
4,032 New
4,032 $0
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email