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 |
|---|---|---|---|
| 2025-09-30 | $939k | 94k | 9.95 |
| 2025-06-30 | $786k | 80k | 9.79 |
| 2025-03-31 | $442k | 52k | 8.48 |
| 2024-12-31 | $421k | 41k | 10.34 |
| 2024-09-30 | $181k | 22k | 8.11 |
| 2024-06-30 | $466k | 39k | 12.06 |
| 2024-03-31 | $137k | 10k | 13.15 |