A detailed history of Allworth Financial LP transactions in Vertex, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 36 shares of VERX stock, worth $1,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36
Previous 54 33.33%
Holding current value
$1,985
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$34.62 - $40.01 $623 - $720
-18 Reduced 33.33%
36 $1,000
Q2 2024

Jul 23, 2024

BUY
$27.94 - $36.05 $1,369 - $1,766
49 Added 980.0%
54 $1,000
Q3 2023

Oct 31, 2023

BUY
$17.77 - $23.1 $88 - $115
5 New
5 $0

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.67B
  • 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...
More about VERX
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