Jdh Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Jdh Wealth Management, LLC

  • $131 Billion
  • Q2 2025
Number of Shares
22,211
Previous 22,211 -0.0%
Holding current value
$232 Million
Previous $225 Million 3.16%
% of portfolio
0.18%
Previous 0.19%

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
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