Grey Fox Wealth Advisors, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 1,619 shares of SMLV stock, worth $216,962. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,619

Holding current value

$216,962

% of portfolio

0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$108.3 - $128.14 $175,337 - $207,458	1,619 New	1,619 $201 Million
Q1 2024 Apr 11, 2024	BUY	$105.26 - $112.11 $3,894 - $4,148	37 Added 2.07%	1,825 $204 Million
Q4 2023 Jan 17, 2024	SELL	$93.59 - $114.07 $743,946 - $906,742	-7,949 Reduced 81.64%	1,788 $201 Million
Q3 2023 Oct 24, 2023	SELL	$98.22 - $109.61 $2.01 Million - $2.24 Million	-20,448 Reduced 67.74%	9,737 $963 Million
Q2 2023 Aug 03, 2023	BUY	$97.31 - $107.13 $386,807 - $425,841	3,975 Added 15.17%	30,185 $3.12 Billion
Q1 2023 May 09, 2023	SELL	$101.27 - $116.11 $103,903 - $119,128	-1,026 Reduced 3.77%	26,210 $2.76 Billion
Q4 2022 Feb 14, 2023	BUY	$99.86 - $114.25 $2.72 Million - $3.11 Million	27,236 New	27,236 $2.93 Billion

Others Institutions Holding SMLV

# of Institutions

Shares Held

846K

Call Options Held

Put Options Held

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About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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Grey Fox Wealth Advisors, LLC Spdr Ssga Us Small Cap Low Vol Transaction History