A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 6 shares of VERX stock, worth $307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 3 100.0%
Holding current value
$307
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

BUY
$34.62 - $40.01 $103 - $120
3 Added 100.0%
6 $0
Q2 2024

Jul 30, 2024

BUY
$27.94 - $36.05 $27 - $36
1 Added 50.0%
3 $0
Q1 2024

May 06, 2024

SELL
$23.54 - $33.58 $23 - $33
-1 Reduced 33.33%
2 $0
Q4 2023

May 06, 2024

BUY
$22.03 - $29.5 $22 - $29
1 Added 50.0%
3 $81,000
Q4 2023

Feb 05, 2024

BUY
$22.03 - $29.5 $66 - $88
3 New
3 $81,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.49B
  • 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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