Grey Fox Wealth Advisors, LLC Schwab S&P 500 Index Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $284 Billion
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
N/A
-24 Reduced 0.29%
8,340 $674 Million
Q4 2023

Jan 17, 2024
BUY
N/A
223 Added 2.74%
8,364 $611 Million
Q3 2023

Oct 24, 2023
BUY
N/A
248 Added 3.14%
8,141 $541 Million
Q2 2023

Aug 03, 2023
BUY
N/A
7,893 New
7,893 $542 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