AVIDXCHANGE HOLDINGS INC

CUSIP: 05368X102 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 94,352 Value ($000) $939 Avg Close Range
Q2 2025
Shares 80,319 Value ($000) $786 Avg Close Range
Q1 2025
Shares 52,126 Value ($000) $442 Avg Close Range
Q4 2024
Shares 40,706 Value ($000) $421 Avg Close Range
Q3 2024
Shares 22,290 Value ($000) $181 Avg Close Range
Q2 2024
Shares 38,635 Value ($000) $466 Avg Close Range
Q1 2024
Shares 10,382 Value ($000) $137 Avg Close Range