Independent Solutions Wealth Management, LLC Listed Fds Tr Alexis Practical Transaction History

Independent Solutions Wealth Management, LLC

$447 Billion
Q1 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 373,450 shares of LEXI stock, worth $10.9 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

373,450

Previous 337,755 10.57%

Holding current value

$10.9 Million

Previous $10.2 Billion 7.47%

% of portfolio

2.45%

Previous 2.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$28.73 - $31.33 $1.03 Million - $1.12 Million	35,695 Added 10.57%	373,450 $10.9 Billion
Q4 2024 Feb 11, 2025	BUY	$30.14 - $31.82 $8.52 Million - $9 Million	282,836 Added 515.01%	337,755 $10.2 Billion
Q3 2024 Dec 19, 2024	BUY	$27.96 - $30.68 $932,214 - $1.02 Million	33,341 Added 154.51%	54,919 $1.68 Billion
Q2 2024 Dec 19, 2024	BUY	$27.2 - $29.36 $358,849 - $387,346	13,193 Added 157.34%	21,578 $629 Million
Q1 2024 Dec 19, 2024	BUY	$25.96 - $28.55 $217,674 - $239,391	8,385 New	8,385 $239 Million

Others Institutions Holding LEXI

# of Institutions

Shares Held

3.16M

Call Options Held

Put Options Held

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About LISTED FDS TR ALEXIS PRACTICAL

Ticker LEXI
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Independent Solutions Wealth Management, LLC Listed Fds Tr Alexis Practical Transaction History