Private Wealth Management Group, LLC Vertex, Inc. Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
A detailed history of Private Wealth Management Group, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 47 shares of VERX stock, worth $947. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47
Previous 50
6.0%
Holding current value
$947
Previous $1.77 Million
34.01%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VERX
# of Institutions
269Shares Held
85.5MCall Options Held
3.92MPut Options Held
14K-
Vanguard Group Inc Valley Forge, PA8.39MShares$169 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$94.1 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.8MShares$76.7 Million11.78% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.57MShares$72 Million0.03% of portfolio
-
Brown Advisory Inc3.08MShares$62.1 Million0.11% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $977M
- 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...