A detailed history of Advisors Asset Management, Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 968 shares of VERX stock, worth $47,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares
968
Previous 428 126.17%
Holding current value
$47,528
Previous $15,000 146.67%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$34.62 - $40.01 $18,694 - $21,605
540 Added 126.17%
968 $37,000
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $11,958 - $15,429
428 New
428 $15,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.38B
  • 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...
More about VERX
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