SWM
VERX icon

Spire Wealth Management’s Vertex VERX Stock Holding History

Spire Wealth Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.7K Sell
330
-4,700
-93% -$166K ﹤0.01% 1674
2025
Q1 		$176K Sell
5,030
-25,470
-84% -$892K 0.01% 848
2024
Q4 		$1.63M Sell
30,500
-600
-2% -$32K 0.05% 279
2024
Q3 		$1.2M Buy
+31,100
New +$1.2M 0.04% 337