A detailed history of Mcf Advisors LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Mcf Advisors LLC holds 534 shares of VERX stock, worth $26,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares
534
Previous 913 41.51%
Holding current value
$26,368
Previous $32,000 37.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
$34.62 - $40.01 $13,120 - $15,163
-379 Reduced 41.51%
534 $20,000
Q2 2024

Aug 05, 2024

SELL
$27.94 - $36.05 $16,652 - $21,485
-596 Reduced 39.5%
913 $32,000
Q1 2024

Apr 16, 2024

SELL
$23.54 - $33.58 $1,341 - $1,914
-57 Reduced 3.64%
1,509 $47,000
Q4 2023

Feb 01, 2024

SELL
$22.03 - $29.5 $176 - $236
-8 Reduced 0.51%
1,566 $42,000
Q3 2023

Oct 19, 2023

BUY
$17.77 - $23.1 $3,269 - $4,250
184 Added 13.24%
1,574 $36,000
Q1 2023

Apr 18, 2023

BUY
$12.0 - $20.93 $4,932 - $8,602
411 Added 41.98%
1,390 $28,000
Q4 2022

Jan 31, 2023

BUY
$14.0 - $18.59 $3,388 - $4,498
242 Added 32.84%
979 $14,000
Q3 2022

Nov 09, 2022

BUY
$9.86 - $15.1 $7,266 - $11,128
737 New
737 $10,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.39B
  • 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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