Captrust Financial Advisors »

Avidxchange Holdings shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Avidxchange Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Avidxchange Holdings by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $588k 47k 12.39
2023-09-30 $242k 26k 9.48
2023-06-30 $271k 26k 10.38
2023-03-31 $241k 31k 7.80
2022-12-31 $459k 46k 9.94
2022-09-30 $815k 97k 8.42
2022-06-30 $15k 2.4k 6.20

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial 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