Jones Financial Companies
AVDX

Jones Financial Companies’s AvidXchange AVDX Stock Holding History

Jones Financial Companies’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
-719
Closed -$7.16K – 4409
2025
Q3 		$7.16K Hold
719
– – ﹤0.01% 3206
2025
Q2 		$7.04K Buy
+719
New +$6.48K ﹤0.01% 3002

Other funds holding AVDX

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