Spire Wealth Management Vertex, Inc. Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Vertex, Inc. stock. As of the latest transaction made, Spire Wealth Management holds 5,030 shares of VERX stock, worth $190,838. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,030
Previous 30,500
83.51%
Holding current value
$190,838
Previous $1.63 Million
89.18%
% of portfolio
0.01%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VERX
# of Institutions
281Shares Held
77.1MCall Options Held
2.96MPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA6.87MShares$260 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$177 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.66MShares$139 Million16.35% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$124 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$112 Million1.56% of portfolio
About Vertex, Inc.
- Ticker VERX
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,432,500
- Market Cap $1.84B
- 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...