Jdh Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Jdh Wealth Management, LLC

  • $146 Billion
  • Q4 2025
Number of Shares
16,432
Previous 16,432 -0.0%
Holding current value
$171 Million
Previous $175 Million 2.35%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 29, 2025
SELL
N/A
-5,779 Reduced 26.02%
16,432 $175 Million
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
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