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Avidxchange Holdings shares owned by Creative Planning

Quarter-by-quarter ownership of Avidxchange Holdings (AVDX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Avidxchange Holdings

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All positions including Avidxchange Holdings held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Avidxchange Holdings by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $137k 10k 13.15

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Avidxchange Holdings

Vanguard Group
BlackRock
Rima Management
North Reef Capital Management
Lone Pine Capital
Lord, Abbett & Co
Jpmorgan Chase & Co
Dimensional Fund Advisors
Bank of New York Mellon
Geode Capital Management
Morgan Stanley
Foundry Group Next
American Century Companies
Sapphire Ventures
Greenhouse Funds L

View all funds holding Avidxchange Holdings