Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2045 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $359 Billion
  • Q3 2024
Number of Shares
144,459
Previous 140,833 2.57%
Holding current value
$4.93 Billion
Previous $4.51 Billion 9.33%
% of portfolio
1.38%
Previous 1.59%

Shares

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

Oct 22, 2024
BUY
N/A
3,626 Added 2.57%
144,459 $4.93 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
140,833 New
140,833 $4.51 Billion
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