Grey Fox Wealth Advisors, LLC JPMorgan SmartRetirement Blend 2035 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
24,004
Previous 23,496 2.16%
Holding current value
$697 Million
Previous $715 Million 2.44%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Feb 11, 2025
BUY
N/A
508 Added 2.16%
24,004 $697 Million
Q3 2024

Oct 22, 2024
BUY
N/A
734 Added 3.22%
23,496 $715 Million
Q2 2024

Jul 30, 2024
BUY
N/A
22,762 New
22,762 $651 Million
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