Ever Source Wealth Advisors, LLC Vertex, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
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 187 shares of VERX stock, worth $8,697. This represents 0.0% of its overall portfolio holdings.
Number of Shares
187
Previous 168
11.31%
Holding current value
$8,697
Previous $6,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
261Shares Held
70.5MCall Options Held
2.89MPut Options Held
13.4K-
Vanguard Group Inc Valley Forge, PA6.86MShares$319 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$217 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$175 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$164 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.26MShares$105 Million1.61% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.25B
- 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...