A detailed history of Captrust Financial Advisors transactions in Avid Xchange Holdings, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 17,350 shares of AVDX stock, worth $181,134. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,350
Previous 15,885 9.22%
Holding current value
$181,134
Previous $191,000 26.7%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$7.44 - $12.86 $10,899 - $18,839
1,465 Added 9.22%
17,350 $140,000
Q2 2024

Aug 14, 2024

SELL
$10.45 - $12.5 $114 - $137
-11 Reduced 0.07%
15,885 $191,000
Q1 2024

May 15, 2024

SELL
$10.52 - $13.29 $331,569 - $418,874
-31,518 Reduced 66.47%
15,896 $209,000
Q4 2023

Feb 14, 2024

BUY
$7.6 - $12.56 $166,181 - $274,636
21,866 Added 85.59%
47,414 $587,000
Q3 2023

Nov 14, 2023

SELL
$8.96 - $12.45 $5,187 - $7,208
-579 Reduced 2.22%
25,548 $242,000
Q2 2023

Aug 14, 2023

SELL
$7.1 - $11.27 $33,433 - $53,070
-4,709 Reduced 15.27%
26,127 $271,000
Q1 2023

May 15, 2023

SELL
$7.39 - $11.6 $112,970 - $177,329
-15,287 Reduced 33.14%
30,836 $240,000
Q4 2022

Feb 15, 2023

SELL
$7.6 - $9.94 $385,266 - $503,888
-50,693 Reduced 52.36%
46,123 $458,000
Q3 2022

Nov 16, 2022

BUY
$6.35 - $9.07 $599,420 - $856,180
94,397 Added 3902.32%
96,816 $815,000
Q2 2022

Aug 23, 2022

SELL
$6.14 - $9.66 $899,681 - $1.42 Million
-146,528 Reduced 98.38%
2,419 $15,000
Q2 2022

Aug 16, 2022

BUY
$6.14 - $9.66 $914,534 - $1.44 Million
148,947 New
148,947 $915,000

Others Institutions Holding AVDX

About AvidXchange Holdings, Inc.


  • Ticker AVDX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 198,099,008
  • Market Cap $2.07B
  • Description
  • AvidXchange Holdings, Inc. provides accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers in North America. The company offers AP automation software, a SaaS-based solution that automates and digitizes capture, review, approval, and payment of invoices for buyers; the AvidPay network tha...
More about AVDX
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