Avantax Advisory Services, Inc. Vertex, Inc. Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 26,784 shares of VERX stock, worth $684,866. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,784
Previous 19,584
36.76%
Holding current value
$684,866
Previous $685,000
38.1%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VERX
# of Institutions
287Shares Held
81.7MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$197 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$119 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$93.2 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$86.9 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$81 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.24B
- 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...