Rockefeller U.S.Small-mid Cap ETF VERX Holdings History
Rockefeller U.S.Small-mid Cap ETF's Vertex Inc Holding Summary
As of 2025-04-30, Rockefeller U.S.Small-mid Cap ETF held 346,429.00 shares of Vertex Inc(VERX), totaling $13.87 Mil. This investment constitutes 2.06% of their stock portfolio, and Rockefeller U.S.Small-mid Cap ETF now holds 0.22% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2025Q1. And since then Rockefeller U.S.Small-mid Cap ETF has made 2 purchases of VERX, at an average price of $47.47, for a total of 346,429.00 shares. Based on historical transaction data and VERX's current price of $36.05, Rockefeller U.S.Small-mid Cap ETF's estimated gain on his VERX holdings is $-3.96 Mil, reflecting a -24.06% gain to date.
Rockefeller U.S.Small-mid Cap ETF VERX ($36.05) Holding Chart
Rockefeller U.S.Small-mid Cap ETF VERX ($36.05) 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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