Creative Financial Designs’s Vertex Energy, Inc VTNR Stock Holding History

Creative Financial Designs’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	-520	Closed	-$60	–	1860
2024 Q3	$60	Hold	520	–	–	﹤0.01%	1670
2024 Q2	$491	Hold	520	–	–	﹤0.01%	1579
2024 Q1	$728	Hold	520	–	–	﹤0.01%	1577
2023 Q4	$1.76K	Hold	520	–	–	﹤0.01%	1448
2023 Q3	$2.31K	Buy	520 +250	+93%	+$1.28K	﹤0.01%	1321
2023 Q2	$1.69K	Buy	+270	New	+$1.9K	﹤0.01%	1329
2021 Q3	–	Sell	-100	Closed	-$1K	–	1466
2021 Q2	$1K	Buy	+100	New	+$415	﹤0.01%	1396

Other funds holding VTNR

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

LIM

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

MAS

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

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

FHA

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

CFM

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

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Creative Financial Designs's VTNR Position: Q4 2024 in Review

Creative Financial Designs sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 520 shares — an estimated $60 sold.

Creative Financial Designs first reported a position in VTNR in Q2 2021 and held it in 7 quarters. The position peaked at $2.31K in Q3 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

Creative Financial Designs reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 520 Vertex Energy, Inc shares in Q4 2024, an estimated $60.
Creative Financial Designs first reported a position in Vertex Energy, Inc in Q2 2021 and held it in 7 quarters.
Creative Financial Designs's Vertex Energy, Inc position peaked at $2.31K in Q3 2023.
11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.