A detailed history of Cetera Investment Advisers transactions in Vertex, Inc. stock. As of the latest transaction made, Cetera Investment Advisers holds 7,057 shares of VERX stock, worth $378,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,057
Previous 12,886 45.24%
Holding current value
$378,184
Previous $464,000 41.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$34.62 - $40.01 $201,799 - $233,218
-5,829 Reduced 45.24%
7,057 $271,000
Q2 2024

Aug 22, 2024

SELL
$27.94 - $36.05 $110,363 - $142,397
-3,950 Reduced 23.46%
12,886 $464,000
Q1 2024

May 24, 2024

BUY
$23.54 - $33.58 $396,319 - $565,352
16,836 New
16,836 $534,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.6B
  • 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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