Ever Source Wealth Advisors, LLC Vertex, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 200 shares of VERX stock, worth $8,374. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 187
6.95%
Holding current value
$8,374
Previous $9,000
22.22%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VERX
# of Institutions
280Shares Held
77MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$287 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$195 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$153 Million16.35% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$136 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$123 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.03B
- 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...