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

Independent Solutions Wealth Management, LLC

$512 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$89.6 Million
38.22% of portfolio
Sowell Financial Services LLC North Little Rock, AR

139K
Shares

$4.57 Million
0.19% of portfolio
Napa Wealth Management Napa, CA

17K
Shares

$557,874
0.28% of portfolio
Ubs Group Ag

2.42K
Shares

$79,325
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

View Full List

About LISTED FDS TR ALEXIS PRACTICAL

Ticker LEXI
Sector ETFs
Industry ETFs

More about LEXI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Account