Grey Fox Wealth Advisors, LLC JPMorgan SmartRetirement Blend 2030 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
50,861
Previous 49,546 2.65%
Holding current value
$1.32 Billion
Previous $1.35 Billion 2.36%
% of portfolio
0.36%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
1,315 Added 2.65%
50,861 $1.32 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
989 Added 2.04%
49,546 $1.35 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
48,557 New
48,557 $1.25 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