Grey Fox Wealth Advisors, LLC JPMorgan SmartRetirement Blend 2060 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
14,249
Previous 16,444 13.35%
Holding current value
$365 Million
Previous $438 Million 16.63%
% of portfolio
0.1%
Previous 0.12%

Shares

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