Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2030 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $359 Billion
  • Q3 2024
Number of Shares
49,546
Previous 48,557 2.04%
Holding current value
$1.35 Billion
Previous $1.25 Billion 8.4%
% of portfolio
0.38%
Previous 0.44%

Shares

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