Number of Shares
10,676
Previous 10,469 1.98%
Holding current value
$1.89 Billion
Previous $1.68 Billion 12.94%
% of portfolio
0.71%
Previous 0.73%

Shares

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

Apr 11, 2024

BUY
N/A
207 Added 1.98%
10,676 $1.89 Billion
Q4 2023

Jan 17, 2024

SELL
N/A
-111 Reduced 1.05%
10,469 $1.68 Billion
Q3 2023

Oct 24, 2023

BUY
N/A
6,683 Added 171.49%
10,580 $1.48 Billion
Q2 2023

Aug 03, 2023

BUY
N/A
3,897 New
3,897 $568 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.