Legacy Advisors, LLC VERX Holdings History
Legacy Advisors, LLC's Vertex Inc Holding Summary
As of 2025-03-31, Legacy Advisors, LLC held 1.32 Mil shares of Vertex Inc(VERX), totaling $46.35 Mil. This investment constitutes 4.77% of their stock portfolio, and Legacy Advisors, LLC now holds 0.84% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2021Q3. And since then Legacy Advisors, LLC has made 5 purchases of VERX, at an average price of $24.59, for a total of 3.41 Mil shares. In addition, there have been 7 sales at an average price of $35.09 for 2.09 Mil shares. Based on historical transaction data and VERX's current price of $35.10, Legacy Advisors, LLC's estimated gain on his VERX holdings is $35.85 Mil, reflecting a 42.70% gain to date.
Legacy Advisors, LLC VERX ($35.10) Holding Chart
Legacy Advisors, LLC VERX ($35.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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