Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2040 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
33,939
Previous 109,457 68.99%
Holding current value
$1.06 Billion
Previous $3.41 Billion 69.02%
% of portfolio
0.28%
Previous 0.93%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-75,518 Reduced 68.99%
33,939 $1.06 Billion
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
Track This Portfolio

Track Grey Fox Wealth Advisors, LLC Portfolio

Follow Grey Fox Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email