Independent Solutions Wealth Management, LLC Listed Fds Tr Alexis Practical Call Options Transaction History
Independent Solutions Wealth Management, LLC
- $447 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LEXI
# of Institutions
5Shares Held
3.16MCall Options Held
0Put Options Held
0-
Alexis Investment Partners, LLC Montgomery, TX2.65MShares$77.6 Million39.08% of portfolio
-
Sowell Financial Services LLC North Little Rock, AR139KShares$4.08 Million0.19% of portfolio
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Ubs Group Ag116Shares$3,3960.0% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio