Wealth Enhancement Advisory Services
AVDX

Wealth Enhancement Advisory Services’s AvidXchange AVDX Stock Holding History

Wealth Enhancement Advisory Services’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
-22,534
Closed -$224K – 3662
2025
Q3 		$224K Buy
22,534
+907
+4% +$8.97K ﹤0.01% 3025
2025
Q2 		$213K Buy
21,627
+4,789
+28% +$43.2K ﹤0.01% 2939
2025
Q1 		$143K Buy
16,838
+209
+1% +$1.93K ﹤0.01% 2693
2024
Q4 		$172K Buy
16,629
+3,418
+26% +$33.4K ﹤0.01% 2727
2024
Q3 		$107K Buy
13,211
+3,019
+30% +$28.4K ﹤0.01% 2545
2024
Q2 		$123K Sell
10,192
-11
-0.1% -$126 ﹤0.01% 2379
2024
Q1 		$134K Buy
10,203
+187
+2% +$2.25K ﹤0.01% 2264
2023
Q4 		$124K Buy
10,016
+10
+0.1% +$100 ﹤0.01% 2150
2023
Q3 		$94.9K Buy
+10,006
New +$105K ﹤0.01% 2105

Other funds holding AVDX

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

Wealth Enhancement Advisory Services's AVDX Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 22,534 shares — an estimated $224K sold.

Wealth Enhancement Advisory Services first reported a position in AVDX in Q3 2023 and held it in 9 quarters. The position peaked at $224K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,534 AvidXchange shares in Q4 2025, an estimated $224K.
  • Wealth Enhancement Advisory Services first reported a position in AvidXchange in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's AvidXchange position peaked at $224K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.