Ever Source Wealth Advisors, LLC Vertex, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 210 shares of VERX stock, worth $4,235. This represents 0.0% of its overall portfolio holdings.
Number of Shares
210
Previous 255
17.65%
Holding current value
$4,235
Previous $9,000
44.44%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VERX
# of Institutions
267Shares Held
85.2MCall Options Held
3.92MPut Options Held
14K-
Vanguard Group Inc Valley Forge, PA8.39MShares$169 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$94.1 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.8MShares$76.7 Million11.78% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$72 Million0.03% of portfolio
-
Brown Advisory Inc3.08MShares$62.1 Million0.11% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $977M
- 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...