Bogart Wealth, LLC Vertex, Inc. Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Bogart Wealth, LLC holds 131 shares of VERX stock, worth $5,243. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131
Previous 131
-0.0%
Holding current value
$5,243
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VERX
# of Institutions
266Shares Held
71.9MCall Options Held
2.88MPut Options Held
668K-
Vanguard Group Inc Valley Forge, PA6.86MShares$275 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$187 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$151 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.53MShares$141 Million0.16% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$118 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.94B
- 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...