Avidxchange Holdings shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Avidxchange Holdings (AVDX) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Avidxchange Holdings
Tip: Access up to 7 years of quarterly data
All positions including Avidxchange Holdings held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Avidxchange Holdings by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 23k | 9.95 |
| 2025-06-30 | $213k | 22k | 9.85 |
| 2025-03-31 | $143k | 17k | 8.48 |
| 2024-12-31 | $172k | 17k | 10.34 |
| 2024-06-30 | $123k | 10k | 12.06 |
| 2024-03-31 | $134k | 10k | 13.15 |
| 2023-12-31 | $124k | 10k | 12.39 |
| 2023-09-30 | $95k | 10k | 9.48 |
More positions owned by Wealth Enhancement Advisory Services
View all positions for Wealth Enhancement Advisory Services