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Avidxchange Holdings shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Avidxchange Holdings (AVDX) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Avidxchange Holdings

Tip: Access up to 7 years of quarterly data

All positions including Avidxchange Holdings held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Avidxchange Holdings by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $448 34 13.18
2023-12-31 $434 35 12.40
2023-09-30 $275 29 9.48
2023-06-30 $73 7 10.43
2023-03-31 $16 2 8.00

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Avidxchange Holdings

Vanguard Group
Rima Management
Lone Pine Capital
Lord, Abbett & Co
North Reef Capital Management
Jpmorgan Chase & Co
Bank of New York Mellon
Dimensional Fund Advisors
Foundry Group Next
Sapphire Ventures
Par Capital Management
Greenhouse Funds L
Millennium Management
Henderson Group
Unisphere Establishment

View all funds holding Avidxchange Holdings