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 $380,770. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,755
Previous 6,180 25.49%
Holding current value
$380,770
Previous $222,000 34.23%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$34.62 - $40.01 $54,526 - $63,015
1,575 Added 25.49%
7,755 $298,000
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $172,669 - $222,788
6,180 New
6,180 $222,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.38B
  • 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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