Jfs Wealth Advisors, LLC Vertex, Inc. Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 23 shares of VERX stock, worth $1,328. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 23
-0.0%
Holding current value
$1,328
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VERX
# of Institutions
235Shares Held
67.9MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$388 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$269 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$234 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$201 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$147 Million0.49% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $2.8B
- 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...