Number of Shares
823,457
Previous 827,874 0.53%
Holding current value
$823 Million
Previous $828 Million 0.53%
% of portfolio
0.23%
Previous 0.29%

Shares

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

Oct 22, 2024

SELL
N/A
-4,417 Reduced 0.53%
823,457 $823 Million
Q2 2024

Jul 30, 2024

SELL
N/A
-1,997 Reduced 0.24%
827,874 $828 Million
Q1 2024

Apr 11, 2024

BUY
N/A
15,648 Added 1.92%
829,871 $830 Million
Q4 2023

Jan 17, 2024

BUY
N/A
29,947 Added 3.82%
814,223 $814 Million
Q3 2023

Oct 24, 2023

BUY
N/A
18,581 Added 2.43%
784,276 $784 Million
Q2 2023

Aug 03, 2023

BUY
N/A
765,695 New
765,695 $766 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.