Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2055 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $359 Billion
  • Q3 2024
Number of Shares
38,612
Previous 36,442 5.95%
Holding current value
$1.32 Billion
Previous $1.17 Billion 12.98%
% of portfolio
0.37%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
N/A
2,170 Added 5.95%
38,612 $1.32 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
36,442 New
36,442 $1.17 Billion
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