Vertex shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vertex by Summit Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $205k | 5.3k | 38.51 |
2024-06-30 | $192k | 5.3k | 36.05 |
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