Napa Wealth Management Listed Fds Tr Alexis Practical Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

A detailed history of Napa Wealth Management transactions in Listed Fds Tr Alexis Practical stock. As of the latest transaction made, Napa Wealth Management holds 16,998 shares of LEXI stock, worth $529,657. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,998

Holding current value

$529,657

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$28.73 - $31.33 $488,352 - $532,547	16,998 New	16,998 $498 Million

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

$85.1 Million
38.22% of portfolio
Independent Solutions Wealth Management, LLC Williamsville, NY

373K
Shares

$11.6 Million
2.45% of portfolio
Sowell Financial Services LLC North Little Rock, AR

139K
Shares

$4.34 Million
0.19% of portfolio
Ubs Group Ag

2.42K
Shares

$75,313
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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Account

Napa Wealth Management Listed Fds Tr Alexis Practical Transaction History