Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2050 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
9,759
Previous 59,251 83.53%
Holding current value
$321 Million
Previous $1.96 Billion 83.61%
% of portfolio
0.09%
Previous 0.54%

Shares

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

May 02, 2025
SELL
N/A
-49,492 Reduced 83.53%
9,759 $321 Million
Q4 2024

Feb 11, 2025
BUY
N/A
3,379 Added 6.05%
59,251 $1.96 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
2,297 Added 4.29%
55,872 $1.92 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
53,575 New
53,575 $1.72 Billion
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