Meridian Wealth Partners, LLC Vertex, Inc. Transaction History
Meridian Wealth Partners, LLC
- $552 Million
- Q1 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 125,291 shares of VERX stock, worth $4.52 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
125,291
Previous 125,865
0.46%
Holding current value
$4.52 Million
Previous $3.39 Million
17.37%
% of portfolio
0.72%
Previous 0.65%
Shares
8 transactions
Others Institutions Holding VERX
# of Institutions
183Shares Held
56.7MCall Options Held
198KPut Options Held
63.8K-
Vanguard Group Inc Valley Forge, PA5.79MShares$209 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.76MShares$172 Million17.27% of portfolio
-
Fred Alger Management, LLC New York, NY4.56MShares$165 Million0.73% of portfolio
-
Neuberger Berman Group LLC New York, NY3.57MShares$129 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.81MShares$101 Million1.3% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.75B
- 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...