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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
2024-09-30 $181k 22k 8.11
2024-06-30 $466k 39k 12.06
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)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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
BlackRock
Greenhouse Funds L
Rima Management
Bain Capital Venture Investors
North Reef Capital Management
Capital Research Global Investors
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
Jpmorgan Chase & Co
Par Capital Management
Bank of New York Mellon
Jacobs Levy Equity Management

View all funds holding Avidxchange Holdings