Independent Solutions Wealth Management, LLC Listed Fds Tr Alexis Practical Call Options Transaction History
Independent Solutions Wealth Management, LLC
- $512 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding LEXI
# of Institutions
5Shares Held
3.37MCall Options Held
0Put Options Held
0-
Alexis Investment Partners, LLC Montgomery, TX2.83MShares$93.9 Million39.41% of portfolio
-
Sowell Financial Services LLC North Little Rock, AR139KShares$4.62 Million0.19% of portfolio
-
Ubs Group Ag1.16KShares$38,6090.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio