Meritas Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Meritas Wealth Management, LLC

204,076

Previous 200,148 1.96%

$2.12 Billion

Previous $2.13 Billion 0.43%

1.02%

Previous 1.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	N/A	3,928 Added 1.96%	204,076 $2.12 Billion
Q3 2025 Oct 14, 2025	BUY	N/A	1,786 Added 0.9%	200,148 $2.13 Billion
Q2 2025 Jul 18, 2025	BUY	N/A	1,441 Added 0.73%	198,362 $2.07 Billion
Q1 2025 Apr 16, 2025	BUY	N/A	36,863 Added 23.03%	196,921 $2 Billion
Q4 2024 Jan 16, 2025	BUY	N/A	5,065 Added 3.27%	160,058 $1.62 Billion

Q3 2024 Oct 03, 2024	BUY	N/A	21,478 Added 16.09%	154,993 $1.72 Billion
Q2 2024 Jul 24, 2024	BUY	N/A	20,088 Added 17.71%	133,515 $1.29 Billion
Q1 2024 Apr 17, 2024	BUY	N/A	113,427 New	113,427 $1.11 Billion

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