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

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
5,590
Previous 5,455 2.47%
Holding current value
$350 Million
Previous $399 Million 12.14%
% of portfolio
0.09%
Previous 0.11%

Shares

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