VTXX : Institutional Ownership for Vertx Corp

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Vertx Corp (VTXX)

$ 0.00 (0.00%) as of 4:30 Fri 2/14

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

146,048

% of shares held :

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

-1

Amount of shares held :

50,776

% of shares held change :

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	5	80,749	55.29%
	Increased Positions :	0	0	0%
	Unchanged Positions :	0	0	0%
	Decreased Positions :	6	-29,973	-20.52%
	Closed Positions :	0	0	0%
	Guru Positions :	0		0%

Page 1 of 1

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
Compass Wealth Management LLC	37	-	2024-03-31	40,884	$3,987,000	-2,374
COASTLINE TRUST CO	103	-	2024-03-31	17,352	$1,692,000	-12,425
FOYSTON GORDON & PAYNE INC	49	*New	2023-12-31	16,615	$1,398,000	16,615
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	133	*New	2023-12-31	10,975	$923,000	10,975
Cassaday & Co Wealth Management LLC	103	-	2023-12-31	10,581	$890,000	-62
CAPE COD FIVE CENTS SAVINGS BANK	116	-	2023-12-31	9,126	$768,000	-18,496
Full Sail Capital LLC	104	-	2023-12-31	8,103	$682,000	-32
General Partner Inc.	53	*New	2024-03-31	5,390	$526,000	5,390
Legacy Capital Group California Inc.	154	*New	2023-12-31	6,104	$514,000	6,104
HAYEK KALLEN INVESTMENT MANAGEMENT	65	-	2023-12-31	5,039	$424,000	-121
WEST OAK CAPITAL LLC	85	*New	2024-03-31	3,835	$374,000	3,835
FIRST UNITED BANK TRUST/	114	*New	2023-12-31	3,797	$319,000	3,797
BURKE & HERBERT BANK & TRUST CO	125	*Closed	2024-03-31	0	$0	-2,673

13 Records found

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