Grey Fox Wealth Advisors, LLC Invesco Stable Asset Fund - ADPZ Class Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
892,117
Previous 853,770 4.49%
Holding current value
$892 Million
Previous $854 Million 4.49%
% of portfolio
0.24%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
38,347 Added 4.49%
892,117 $892 Million
Q4 2024

Feb 11, 2025
BUY
N/A
30,313 Added 3.68%
853,770 $854 Million
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
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