Rockwood Wealth Management, LLC Listed Fds Tr Alexis Practical Transaction History

Rockwood Wealth Management, LLC

$1.14 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$30.14 - $31.82 $262,308 - $276,929	8,703 New	8,703 $269 Million

Others Institutions Holding LEXI

# of Institutions

6

Shares Held

3.26M

Call Options Held

0

Put Options Held

0

Alexis Investment Partners, LLC Montgomery, TX

2.73M
Shares

$88.1 Million
38.22% of portfolio
Independent Solutions Wealth Management, LLC Williamsville, NY

373K
Shares

$12 Million
2.45% of portfolio
Sowell Financial Services LLC North Little Rock, AR

139K
Shares

$4.49 Million
0.19% of portfolio
Napa Wealth Management Napa, CA

17K
Shares

$548,355
0.28% of portfolio
Ubs Group Ag

2.42K
Shares

$77,972
0.0% of portfolio

About LISTED FDS TR ALEXIS PRACTICAL

Ticker LEXI
Sector ETFs
Industry ETFs

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