Concourse Financial Group Securities, Inc. Listed Fds Tr Alexis Practical Call Options Transaction History

Concourse Financial Group Securities, Inc.

$0
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LEXI

# of Institutions

Shares Held

3.26M

Call Options Held

Put Options Held

Alexis Investment Partners, LLC Montgomery, TX

2.73M
Shares

$85.1 Million
38.22% of portfolio
Independent Solutions Wealth Management, LLC Williamsville, NY

373K
Shares

$11.6 Million
2.45% of portfolio
Sowell Financial Services LLC North Little Rock, AR

139K
Shares

$4.34 Million
0.19% of portfolio
Napa Wealth Management Napa, CA

17K
Shares

$529,657
0.28% of portfolio
Ubs Group Ag

2.42K
Shares

$75,313
0.0% of portfolio

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About LISTED FDS TR ALEXIS PRACTICAL

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