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Vertex shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $836k 31k 26.94

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Lowe's Companies (LOW)

View all positions for Keebeck Wealth Management

Top funds holding Vertex

Vanguard Group
Tensile Capital Management
Fred Alger Management
Neuberger Berman Group
Conestoga Capital Advisors
Jpmorgan Chase & Co
Legacy Advisors
Wsfs Capital Management
TimesSquare Capital Management
William Blair Investment Management
Palisade Capital Management
Henderson Group
Vista Equity Partners III
Dimensional Fund Advisors
Bank of America Corporation

View all funds holding Vertex