A detailed history of New Edge Advisors, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 391 shares of VERX stock, worth $20,953. This represents 0.0% of its overall portfolio holdings.

Number of Shares
391
Previous 261 49.81%
Holding current value
$20,953
Previous $9,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$34.62 - $40.01 $4,500 - $5,201
130 Added 49.81%
391 $15,000
Q2 2024

Aug 15, 2024

BUY
$27.94 - $36.05 $1,899 - $2,451
68 Added 35.23%
261 $9,000
Q4 2023

Feb 13, 2024

BUY
$22.03 - $29.5 $4,251 - $5,693
193 New
193 $5,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.6B
  • 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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