Grey Fox Wealth Advisors, LLC AB Small Cap Growth Portfolio Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
5,660
Previous 5,590 1.25%
Holding current value
$406 Million
Previous $350 Million 15.98%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 06, 2025
BUY
N/A
70 Added 1.25%
5,660 $406 Million
Q1 2025

May 02, 2025
BUY
N/A
135 Added 2.47%
5,590 $350 Million
Q4 2024

Feb 11, 2025
BUY
N/A
444 Added 8.86%
5,455 $399 Million
Q3 2024

Oct 22, 2024
BUY
N/A
5,011 New
5,011 $366 Million
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