Rockwood Wealth Management, LLC Listed Fds Tr Alexis Practical Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding LEXI
# of Institutions
6Shares Held
3.26MCall Options Held
0Put Options Held
0-
Alexis Investment Partners, LLC Montgomery, TX2.73MShares$88.1 Million38.22% of portfolio
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Independent Solutions Wealth Management, LLC Williamsville, NY373KShares$12 Million2.45% of portfolio
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Sowell Financial Services LLC North Little Rock, AR139KShares$4.49 Million0.19% of portfolio
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Napa Wealth Management Napa, CA17KShares$548,3550.28% of portfolio
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Ubs Group Ag2.42KShares$77,9720.0% of portfolio