Jfs Wealth Advisors, LLC Vertex, Inc. Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 22 shares of VERX stock, worth $551. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22
Previous 13
69.23%
Holding current value
$551
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding VERX
# of Institutions
287Shares Held
81.7MCall Options Held
2.9MPut Options Held
13.5K-
Vanguard Group Inc Valley Forge, PA7.7MShares$193 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$117 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$91.3 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$85.2 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$79.4 Million0.09% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.21B
- 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...