Grey Fox Wealth Advisors, LLC Fid 500 Indx Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
20,603
Previous 19,466 5.84%
Holding current value
$48.9 Million
Previous $41.7 Million 17.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
1,137 Added 5.84%
20,603 $48.9 Million
Q1 2025

May 02, 2025
BUY
N/A
1,100 Added 5.99%
19,466 $41.7 Million
Q4 2024

Feb 11, 2025
BUY
N/A
1,177 Added 6.85%
18,366 $42.8 Million
Q3 2024

Oct 22, 2024
BUY
N/A
17,189 New
17,189 $38.4 Million
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