A detailed history of Options Solutions, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Options Solutions, LLC holds 14,318 shares of VERX stock, worth $703,013. This represents 0.28% of its overall portfolio holdings.

Number of Shares
14,318
Previous 8,300 72.51%
Holding current value
$703,013
Previous $299,000 84.28%
% of portfolio
0.28%
Previous 0.19%

Shares

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

Nov 14, 2024

BUY
$34.62 - $40.01 $208,343 - $240,780
6,018 Added 72.51%
14,318 $551,000
Q2 2024

Aug 14, 2024

SELL
$27.94 - $36.05 $31,320 - $40,412
-1,121 Reduced 11.9%
8,300 $299,000
Q1 2024

May 15, 2024

BUY
$23.54 - $33.58 $221,770 - $316,357
9,421 New
9,421 $299,000

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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