A detailed history of Captrust Financial Advisors transactions in Vertex, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 5,898 shares of VERX stock, worth $293,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,898
Holding current value
$293,425
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $164,790 - $212,622
5,898 New
5,898 $212,000
Q4 2023

Feb 14, 2024

BUY
$22.03 - $29.5 $102,064 - $136,673
4,633 Added 39.24%
16,441 $442,000
Q3 2023

Nov 14, 2023

BUY
$17.77 - $23.1 $209,828 - $272,764
11,808 New
11,808 $272,000
Q2 2022

Aug 23, 2022

SELL
$9.59 - $16.25 $43,730 - $74,100
-4,560 Reduced 97.85%
100 $1,000
Q2 2022

Aug 16, 2022

BUY
$9.59 - $16.25 $43,730 - $74,100
4,560 Added 4560.0%
4,660 $53,000
Q1 2022

May 16, 2022

SELL
$12.71 - $16.79 $2,542 - $3,358
-200 Reduced 66.67%
100 $2,000
Q2 2021

Aug 16, 2021

BUY
$16.39 - $23.29 $4,917 - $6,987
300 New
300 $7,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.41B
  • 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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