Vertex shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vertex by Tradition Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $37k | 1.4k | 26.71 |
2023-09-30 | $32k | 1.4k | 23.10 |
2023-06-30 | $27k | 1.4k | 19.49 |
2023-03-31 | $29k | 1.4k | 20.94 |
2022-12-31 | $20k | 1.4k | 14.44 |
2022-09-30 | $19k | 1.4k | 13.72 |
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