Private Wealth Management Group, LLC Vertex, Inc. Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 50 shares of VERX stock, worth $1,253. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50Holding current value
$1,253% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VERX
# of Institutions
288Shares Held
81.8MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$193 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$117 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$91.3 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$85.2 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$79.4 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.21B
- 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...