Advisory Services Network’s AvidXchange AVDX Stock Holding History

Advisory Services Network’s Portfolio AVDX Stock Details AVDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$70	–	1984
2025 Q3	$70	Buy	+7	New	+$69	﹤0.01%	4423

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisory Services Network's AVDX Position: Q4 2025 in Review

Advisory Services Network sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 7 shares — an estimated $70 sold.

Advisory Services Network first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $70 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Advisory Services Network reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 7 AvidXchange shares in Q4 2025, an estimated $70.
Advisory Services Network first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
Advisory Services Network's AvidXchange position peaked at $70 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.