A detailed history of Creative Planning transactions in Avid Xchange Holdings, Inc. stock. As of the latest transaction made, Creative Planning holds 22,290 shares of AVDX stock, worth $230,701. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,290
Previous 38,635 42.31%
Holding current value
$230,701
Previous $465,000 61.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$7.44 - $12.86 $121,606 - $210,196
-16,345 Reduced 42.31%
22,290 $180,000
Q2 2024

Aug 15, 2024

BUY
$10.45 - $12.5 $295,243 - $353,162
28,253 Added 272.13%
38,635 $465,000
Q1 2024

May 10, 2024

BUY
$10.52 - $13.29 $109,218 - $137,976
10,382 New
10,382 $136,000

Others Institutions Holding AVDX

About AvidXchange Holdings, Inc.


  • Ticker AVDX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 198,099,008
  • Market Cap $2.05B
  • 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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