Avantax Advisory Services, Inc. Vertex, Inc. Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 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 19,584 shares of VERX stock, worth $669,968. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,584
Previous 14,959
30.92%
Holding current value
$669,968
Previous $798,000
14.16%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VERX
# of Institutions
281Shares Held
77MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$235 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$160 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$125 Million16.35% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$111 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$101 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.66B
- 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...