Number of Shares
16,444
Previous 17,162 4.18%
Holding current value
$438 Million
Previous $429 Million 2.18%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Oct 22, 2024

SELL
N/A
-718 Reduced 4.18%
16,444 $438 Million
Q2 2024

Jul 30, 2024

BUY
N/A
17,162 New
17,162 $429 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.