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Avidxchange Holdings shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Avidxchange Holdings (AVDX) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Avidxchange Holdings

Tip: Access up to 7 years of quarterly data

All positions including Avidxchange Holdings held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Avidxchange Holdings by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 17k 13.15
2023-03-31 $86k 11k 7.77
2022-12-31 $108k 11k 9.92

More positions owned by Mariner Wealth Advisors

Ishares S&p 500 Index Etf (IVV)
Apple (AAPL)
Microsoft Stock (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Amazon (AMZN)
Spdr S&p 500 Etf Etf (SPY)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

Top funds holding Avidxchange Holdings

Vanguard Group
BlackRock
Rima Management
North Reef Capital Management
Lone Pine Capital
Lord, Abbett & Co
Jpmorgan Chase & Co
Dimensional Fund Advisors
Bank of New York Mellon
Geode Capital Management
Morgan Stanley
Foundry Group Next
American Century Companies
Sapphire Ventures
Greenhouse Funds L

View all funds holding Avidxchange Holdings