Meritas Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Meritas Wealth Management, LLC

  • $171 Billion
  • Q1 2025
Number of Shares
196,921
Previous 160,058 23.03%
Holding current value
$2 Billion
Previous $1.62 Billion 23.27%
% of portfolio
1.17%
Previous 0.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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