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Vertex Energy shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Vertex Energy (VTNR) 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
2024-03-31 $30k 21k 1.40
2023-09-30 $94k 21k 4.45
2023-06-30 $133k 21k 6.25

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Top funds holding Vertex Energy

Vanguard Group
BlackRock
QVT Financial
Hotchkis and Wiley Capital Management
Susquehanna International
Geode Capital Management
Commonwealth of Pennsylvania
AQR Capital Management
Citadel Advisors
Bank of America Corporation
Nwam
Northern Trust
Segment Wealth Management
Ameriprise Financial
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Vertex Energy