Grey Fox Wealth Advisors, LLC JPMorgan SmartRetirement Blend 2025 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Number of Shares
29,552
Previous 29,666 0.38%
Holding current value
$679 Million
Previous $719 Million 5.6%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Feb 11, 2025
SELL
N/A
-114 Reduced 0.38%
29,552 $679 Million
Q3 2024

Oct 22, 2024
BUY
N/A
1,203 Added 4.23%
29,666 $719 Million
Q2 2024

Jul 30, 2024
BUY
N/A
28,463 New
28,463 $652 Million
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