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

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
24,768
Previous 25,680 3.55%
Holding current value
$23.5 Million
Previous $24.1 Million 2.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2025
SELL
N/A
-912 Reduced 3.55%
24,768 $23.5 Million
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
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