Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2030 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
54,920
Previous 18,016 204.84%
Holding current value
$1.53 Billion
Previous $470 Million 225.27%
% of portfolio
0.36%
Previous 0.13%

Shares

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

Aug 06, 2025
BUY
N/A
36,904 Added 204.84%
54,920 $1.53 Billion
Q1 2025

May 02, 2025
SELL
N/A
-32,845 Reduced 64.58%
18,016 $470 Million
Q4 2024

Feb 11, 2025
BUY
N/A
1,315 Added 2.65%
50,861 $1.32 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
989 Added 2.04%
49,546 $1.35 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
48,557 New
48,557 $1.25 Billion
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