Grey Fox Wealth Advisors, LLC American Funds Washington Mutual R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $284 Billion
  • Q2 2024
Number of Shares
5,669
Previous 5,436 4.29%
Holding current value
$343 Million
Previous $338 Million 1.3%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
N/A
233 Added 4.29%
5,669 $343 Million
Q1 2024

Apr 11, 2024
BUY
N/A
5,436 New
5,436 $338 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