Number of Shares
57,453
Previous 66,261 13.29%
Holding current value
$925 Million
Previous $1.02 Billion 9.35%
% of portfolio
0.35%
Previous 0.44%

Shares

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

Apr 11, 2024

SELL
N/A
-8,808 Reduced 13.29%
57,453 $925 Million
Q4 2023

Jan 17, 2024

BUY
N/A
2,534 Added 3.98%
66,261 $1.02 Billion
Q3 2023

Oct 24, 2023

BUY
N/A
1,304 Added 2.09%
63,727 $895 Million
Q2 2023

Aug 03, 2023

BUY
N/A
62,423 New
62,423 $926 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.