Nicolet Advisory Services, LLC Vertex, Inc. Transaction History
Nicolet Advisory Services, LLC
- $1.05 Billion
- Q3 2024
A detailed history of Nicolet Advisory Services, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 7,755 shares of VERX stock, worth $415,590. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,755
Previous 6,180
25.49%
Holding current value
$415,590
Previous $222,000
34.23%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
229Shares Held
67.3MCall Options Held
2.94MPut Options Held
26K-
Vanguard Group Inc Valley Forge, PA6.72MShares$360 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$250 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$217 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$186 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$136 Million0.49% of portfolio
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...