Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2040 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025
Number of Shares
200,785
Previous 14,249 1309.12%
Holding current value
$6.02 Billion
Previous $365 Million 1548.95%
% of portfolio
1.61%
Previous 0.1%

Shares

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

May 02, 2025
BUY
N/A
186,536 Added 1309.12%
200,785 $6.02 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-2,195 Reduced 13.35%
14,249 $365 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email