EP
AVDX

Essential Partners’s AvidXchange AVDX Stock Holding History

Essential Partners’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
-549
Closed -$5.46K – 2788
2025
Q3 		$5.46K Buy
549
+18
+3% +$178 ﹤0.01% 1386
2025
Q2 		$5.2K Buy
+531
New +$4.79K ﹤0.01% 1037

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return