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Summit Securities Group’s Vertex VERX Stock Holding History

Summit Securities Group’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 		– Sell
-299
Closed -$10.5K – 1289
2025
Q1 		$10.5K Buy
+299
New +$10.5K ﹤0.01% 417