IWC
VTNR

Integrated Wealth Concepts’s Vertex Energy, Inc VTNR Stock Holding History

Integrated Wealth Concepts’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
-21,202
Closed -$2.45K – 1807
2024
Q3 		$2.45K Hold
21,202
– – ﹤0.01% 1668
2024
Q2 		$20K Hold
21,202
– – ﹤0.01% 1631
2024
Q1 		$29.7K Hold
21,202
– – ﹤0.01% 1630
2023
Q4 		$71.9K Hold
21,202
– – ﹤0.01% 1544
2023
Q3 		$94.3K Hold
21,202
– – ﹤0.01% 1485
2023
Q2 		$133K Buy
+21,202
New +$149K ﹤0.01% 1472

Other funds holding VTNR

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

Integrated Wealth Concepts's VTNR Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 21,202 shares — an estimated $2.45K sold.

Integrated Wealth Concepts first reported a position in VTNR in Q2 2023 and held it in 6 quarters. The position peaked at $133K in Q2 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 21,202 Vertex Energy, Inc shares in Q4 2024, an estimated $2.45K.
  • Integrated Wealth Concepts first reported a position in Vertex Energy, Inc in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Vertex Energy, Inc position peaked at $133K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.