Circle Wealth Management, LLC

Q4 2023 13F Holdings Report, Options Holdings

Notable people
Andrew D. Wingate, Lucinda Falk
Signature - Title
Kristen Breault - Chief Compliance Officer
Location
Summit, NJ
Options holdings as of
December 31, 2023
Notional value $
$0
Number of holdings
0
Date filed
2/14/2024, 06:47 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q3 2023 - Nov 15, 2023
Stock holdings
Showing options holdings, see here for stock holdings

Circle Wealth Management, LLC didn't report any options holdings as of Q4 2023. Check stock holdings.

Filing 2023 Q4 compared to 2023 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kristen Breault Chief Compliance Officer Summit, New Jersey 2/14/2024

Other Included Managers (3):

Num Name Location File Number
1 KLP Enterprises, LLC 028-15666
2 Wingate Andrew D. 028-15665
3 Falk Lucinda 028-15663