Independent Solutions Wealth Management, LLC Listed Fds Tr Alexis Practical Transaction History
Independent Solutions Wealth Management, LLC
- $457 Billion
- Q4 2024
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 337,755 shares of LEXI stock, worth $10.1 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
337,755
Previous 54,919
515.01%
Holding current value
$10.1 Million
Previous $1.68 Billion
504.59%
% of portfolio
2.23%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding LEXI
# of Institutions
6Shares Held
3.14MCall Options Held
0Put Options Held
0-
Alexis Investment Partners, LLC Montgomery, TX2.65MShares$79 Million39.08% of portfolio
-
Sowell Financial Services LLC North Little Rock, AR139KShares$4.15 Million0.23% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA8.7KShares$259,3490.03% of portfolio
-
Ubs Group Ag116Shares$3,4560.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio