Grey Fox Wealth Advisors, LLC JPMorgan SmartRetirement Blend 2040 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
109,457
Previous 123,074 11.06%
Holding current value
$3.41 Billion
Previous $4 Billion 14.73%
% of portfolio
0.93%
Previous 1.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
N/A
-13,617 Reduced 11.06%
109,457 $3.41 Billion
Q3 2024

Oct 22, 2024
SELL
N/A
-13,074 Reduced 9.6%
123,074 $4 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
136,148 New
136,148 $4.15 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
24,075 New
24,075 $70.1 Million
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