Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2035 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Number of Shares
21,295
Previous 19,865 7.2%
Holding current value
$707 Million
Previous $623 Million 13.42%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
1,430 Added 7.2%
21,295 $707 Million
Q2 2025

Aug 06, 2025
BUY
N/A
19,865 New
19,865 $623 Million
Q4 2024

Feb 11, 2025
BUY
N/A
508 Added 2.16%
24,004 $697 Million
Q3 2024

Oct 22, 2024
BUY
N/A
734 Added 3.22%
23,496 $715 Million
Q2 2024

Jul 30, 2024
BUY
N/A
22,762 New
22,762 $651 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