Grey Fox Wealth Advisors, LLC LVIP American Century Capital Appreciation Fund Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
19,911
Previous 13,168 51.21%
Holding current value
$305 Million
Previous $196 Million 55.67%
% of portfolio
0.08%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
6,743 Added 51.21%
19,911 $305 Million
Q3 2024

Oct 22, 2024
BUY
N/A
13,168 New
13,168 $196 Million
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