Grey Fox Wealth Advisors, LLC DoubleLine Core Fixed Income Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
25,680
Previous 26,459 2.94%
Holding current value
$24.1 Million
Previous $23.6 Million 1.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 02, 2025
SELL
N/A
-779 Reduced 2.94%
25,680 $24.1 Million
Q4 2024

Feb 11, 2025
BUY
N/A
4,892 Added 22.68%
26,459 $23.6 Million
Q3 2024

Oct 22, 2024
BUY
N/A
21,567 New
21,567 $20 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