Napa Wealth Management Listed Fds Tr Alexis Practical Call Options Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding LEXI

# of Institutions

6

Shares Held

3.39M

Call Options Held

0

Put Options Held

0

Alexis Investment Partners, LLC Montgomery, TX

2.83M
Shares

$93.9 Million
39.41% of portfolio
Independent Solutions Wealth Management, LLC Williamsville, NY

399K
Shares

$13.2 Million
2.52% of portfolio
Sowell Financial Services LLC North Little Rock, AR

139K
Shares

$4.62 Million
0.19% of portfolio
Ubs Group Ag

2.42K
Shares

$80,171
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LISTED FDS TR ALEXIS PRACTICAL

Ticker LEXI
Sector ETFs
Industry ETFs

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