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Vertex Energy shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Vertex Energy (VTNRQ) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Vertex Energy

Tip: Access up to 7 years of quarterly data

All positions including Vertex Energy held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex Energy by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5k 21k 0.12
2024-06-30 $20k 21k 0.94
2024-03-31 $30k 21k 1.40
2023-09-30 $94k 21k 4.45
2023-06-30 $133k 21k 6.25

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View all positions for Integrated Wealth Concepts

Top funds holding Vertex Energy

Susquehanna International
Group One Trading
Segment Wealth Management
Citadel Advisors
Atria Wealth Solutions
MYDA Advisors
Mariner Wealth Advisors
Wells Fargo & Company
Jane Street
Caption Management
Intl Fcstone
Cambridge Investment Research Advisors
Leavell Investment Management
D. E. Shaw & Co
Advisor Group Holdings

View all funds holding Vertex Energy