Vertex shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Vertex
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Quarterly reported holdings in Vertex by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 59k | 26.94 |
| 2023-09-30 | $2.2M | 93k | 23.10 |
| 2023-06-30 | $1.3M | 64k | 19.50 |
| 2023-03-31 | $1.1M | 53k | 20.69 |
| 2022-12-31 | $430k | 29k | 15.00 |
| 2022-09-30 | $363k | 29k | 12.50 |
| 2022-06-30 | $360k | 29k | 12.50 |
| 2022-03-31 | $496k | 28k | 17.86 |
| 2021-12-31 | $496k | 28k | 17.86 |
| 2021-09-30 | $252k | 14k | 17.86 |
| 2021-06-30 | $271k | 10k | 26.32 |
| 2021-03-31 | $239k | 9.1k | 26.32 |
| 2020-12-31 | $342k | 9.7k | 35.09 |
| 2020-09-30 | $216k | 8.2k | 26.32 |