A detailed history of Steward Financial Group LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Steward Financial Group LLC holds 11 shares of VERX stock, worth $540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11
Holding current value
$540
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 20, 2023

BUY
$17.77 - $23.1 $195 - $254
11 New
11 $0
Q1 2023

May 05, 2023

BUY
$12.0 - $20.93 $72 - $125
6 Added 600.0%
7 $0
Q4 2022

Feb 13, 2023

BUY
$14.0 - $18.59 $14 - $18
1 New
1 $0

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
Track This Portfolio

Track Steward Financial Group LLC Portfolio

Follow Steward Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Financial Group LLC with notifications on news.