Independent Solutions Wealth Management, LLC Listed Fds Tr Alexis Practical Transaction History
Independent Solutions Wealth Management, LLC
- $563 Billion
- Q3 2025
A detailed history of Independent Solutions Wealth Management, LLC transactions in Listed Fds Tr Alexis Practical stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 453,729 shares of LEXI stock, worth $15.9 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
453,729
Previous 399,159
13.67%
Holding current value
$15.9 Million
Previous $12.9 Billion
22.14%
% of portfolio
2.8%
Previous 2.52%
Shares
7 transactions
Others Institutions Holding LEXI
# of Institutions
5Shares Held
3.43MCall Options Held
0Put Options Held
0-
Alexis Investment Partners, LLC Montgomery, TX2.84MShares$99.6 Million8.42% of portfolio
-
Sowell Financial Services LLC North Little Rock, AR139KShares$4.89 Million0.2% of portfolio
-
Ubs Group Ag1.16KShares$40,8330.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio