Grey Fox Wealth Advisors, LLC LVIP American Century Capital Appreciation Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
17,903
Previous 19,911 10.08%
Holding current value
$274 Million
Previous $305 Million 10.08%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 02, 2025
SELL
N/A
-2,008 Reduced 10.08%
17,903 $274 Million
Q4 2024

Feb 11, 2025
BUY
N/A
6,743 Added 51.21%
19,911 $305 Million
Q3 2024

Oct 22, 2024
BUY
N/A
13,168 New
13,168 $196 Million
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