Sheets Smith Wealth Management Vertex, Inc. Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Vertex, Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 15,099 shares of VERX stock, worth $521,519. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,099
Previous 14,775
2.19%
Holding current value
$521,519
Previous $568,000
41.73%
% of portfolio
0.1%
Previous 0.07%
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$237 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$161 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$130 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$122 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.26MShares$78.1 Million1.61% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.67B
- 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...