Atria Wealth Solutions’s Vertex Energy, Inc VTNR Stock Holding History

Atria Wealth Solutions’s Portfolio VTNR Stock Details VTNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-337,640	Closed	-$39K	–	2126
2024 Q3	$39K	Buy	337,640 +26,500	+9%	+$14.7K	﹤0.01%	1896
2024 Q2	$294K	Sell	311,140 -1,502	-0.5%	-$1.76K	﹤0.01%	1520
2024 Q1	$438K	Buy	312,642 +52,100	+20%	+$83.1K	﹤0.01%	1326
2023 Q4	$883K	Sell	260,542 -1,500	-0.6%	-$5.89K	0.01%	920
2023 Q3	$1.17M	Buy	262,042 +28,220	+12%	+$145K	0.02%	745
2023 Q2	$1.46M	Hold	233,822	–	–	0.02%	688
2023 Q1	$2.31M	Sell	233,822 -2,000	-0.8%	-$15.9K	0.03%	497
2022 Q4	$1.46M	Sell	235,822 -2,300	-1%	-$17.2K	0.02%	613
2022 Q3	$1.48M	Sell	238,122 -8,000	-3%	-$73.2K	0.03%	590
2022 Q2	$2.59M	Sell	246,122 -57,000	-19%	-$676K	0.05%	372
2022 Q1	$3.01M	Buy	+303,122	New	+$1.85M	0.05%	371

Other funds holding VTNR

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.01B AUM 38.1% 1-Year Est. Return

Simplex Trading

Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Catalyst Funds Management Sydney NSW, Australia $591M AUM 71.09% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $306M AUM 24.15% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return