Purchases and Sales Made in Q1 2025 in Listed Fds Tr Alexis Practical (LEXI)
This table provides information about the institutional ownership of Listed Fds Tr Alexis Practical (LEXI) during Q1 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR ALEXIS PRACTICAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
78K+ 2.94% |
$2.24M - $2.44M
|
2.73M
$85.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
35.7K+ 10.57% |
$1.03M - $1.12M
|
373K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17KNew |
$488K - $533K
|
17K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.3K+ 1983.62% |
$66.1K - $72.1K
|
2.42K
$75.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|