Latest Institutional Transactions on Listed Fds Tr Alexis Practical (LEXI)
This table provides information on the latest institutional transactions involving Listed Fds Tr Alexis Practical (LEXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
116New |
$3.5K - $3.69K
|
116
$3.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
2.65MNew |
$79.9M - $84.4M
|
2.65M
$82.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
283K+ 515.01% |
$8.52M - $9M
|
338K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.7KNew |
$262K - $277K
|
8.7K
$272K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.8K- 19.53% |
$945K - $1.04M
|
139K
$4.35M
|
|