Independent Solutions Wealth Management, LLC Listed Fds Tr Alexis Practical Transaction History
Independent Solutions Wealth Management, LLC
- $512 Billion
- Q2 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 399,159 shares of LEXI stock, worth $13.2 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
399,159
Previous 373,450
6.88%
Holding current value
$13.2 Million
Previous $10.9 Billion
17.94%
% of portfolio
2.52%
Previous 2.45%
Shares
6 transactions
Others Institutions Holding LEXI
# of Institutions
6Shares Held
3.26MCall Options Held
0Put Options Held
0-
Alexis Investment Partners, LLC Montgomery, TX2.73MShares$90.1 Million38.22% of portfolio
-
Sowell Financial Services LLC North Little Rock, AR139KShares$4.6 Million0.19% of portfolio
-
Napa Wealth Management Napa, CA17KShares$560,9340.28% of portfolio
-
Ubs Group Ag2.42KShares$79,7610.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio