Allworth Financial’s AvidXchange AVDX Stock Holding History

Allworth Financial’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 Q2	$431	Sell
2025 Q1	$473	Buy
2024 Q4	$592	Buy
2024 Q3	$236	Buy
2023 Q4	–	Sell
2023 Q3	$124	Buy