Sowell Financial Services LLC Listed Fds Tr Alexis Practical Put Options Transaction History

Sowell Financial Services LLC

$2.34 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

6

Shares Held

3.29M

Call Options Held

0

Put Options Held

0

Alexis Investment Partners, LLC Montgomery, TX

2.73M
Shares

$90.1 Million
38.22% of portfolio
Independent Solutions Wealth Management, LLC Williamsville, NY

399K
Shares

$13.2 Million
2.52% of portfolio
Napa Wealth Management Napa, CA

17K
Shares

$560,934
0.28% of portfolio
Ubs Group Ag

2.42K
Shares

$79,761
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LISTED FDS TR ALEXIS PRACTICAL

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