Advisors Asset Management, Inc. Vertex, Inc. Transaction History
Advisors Asset Management, Inc.
- $5.23 Billion
- Q4 2024
A detailed history of Advisors Asset Management, Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 1,538 shares of VERX stock, worth $67,994. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,538
Previous 968
58.88%
Holding current value
$67,994
Previous $37,000
121.62%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
263Shares Held
69.8MCall Options Held
2.88MPut Options Held
9.6K-
Vanguard Group Inc Valley Forge, PA6.86MShares$303 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$206 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$167 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$156 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.26MShares$100 Million1.61% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.14B
- Description
- Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...