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Steward Partners Investment Advisory’s Vertex VERX Stock Holding History

Steward Partners Investment Advisory’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 		$25.1K Sell
710
-11
-2% -$389 ﹤0.01% 2812
2025
Q1 		$25.2K Hold
721
– – ﹤0.01% 2696
2024
Q4 		$38.5K Buy
+721
New +$38.5K ﹤0.01% 2474