Jdh Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Jdh Wealth Management, LLC

  • $117 Billion
  • Q1 2025
Number of Shares
22,211
Previous 28,127 21.03%
Holding current value
$225 Million
Previous $285 Million 20.88%
% of portfolio
0.19%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-5,916 Reduced 21.03%
22,211 $225 Million
Q4 2024

Jan 22, 2025
BUY
N/A
28,127 New
28,127 $285 Million
Track This Portfolio

Track Jdh Wealth Management, LLC Portfolio

Follow Jdh 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 Jdh Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email