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Vertex
VERX
VERX
13.52
USD
-0.16
1.17%
At close
Updated
Aug 25, 4:00 PM EDT
Pre-market
After hours
13.21
-0.31
2.29%
1 day
-1.17%
5 days
3.44%
1 month
6.96%
3 months
3.52%
6 months
0.97%
Year to date
-28.88%
1 year
-46.69%
5 years
-37.49%
10 years
-43.5%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 301 |
301
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$14K | -400 | Closed |
|
| 302 |
CA
302
Clearstead Advisors
Cleveland,
Ohio
| – | -$11.7K | -334 | Closed |
|
| 303 |
MSFP
303
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$10.5K | -300 | Closed |
|
| 304 |
SSG
304
Summit Securities Group
New York
| – | -$10.5K | -299 | Closed |
|
| 305 |
MG
305
Mather Group
Chicago,
Illinois
| – | -$6.37K | -182 | Closed |
|
| 306 |
AWM
306
Accredited Wealth Management
Louisville,
Kentucky
| – | -$4.52K | -129 | Closed |
|
| 307 |
SW
307
SVB Wealth
Boston,
Massachusetts
| – | -$1.75K | -50 | Closed |
|
| 308 |
CA
308
Continuum Advisory
Eagle,
Idaho
| – | -$1.57K | -45 | Closed |
|
| 309 |
PPC
309
Park Place Capital
Homewood,
Alabama
| – | -$1.12K | -32 | Closed |
|
| 310 |
SC
310
Stephens Consulting
Flint,
Michigan
| – | -$701 | -20 | Closed |
|
| 311 |
311
Amundi
Paris,
France
| – | -$573 | -16 | Closed |
|
| 312 |
GFPC
312
Global Financial Private Client
Sarasota,
Florida
| – | -$140 | -4 | Closed |
|