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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.25K- 51.84% |
$33K - $40.5K
|
1.16K
$38.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
103K+ 3.76% |
$2.7M - $3.32M
|
2.83M
$93.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
25.7K+ 6.88% |
$677K - $831K
|
399K
$13.2M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17KNew |
$488K - $533K
|
17K
$564K
|
|
| Q4 2024 | |||||||
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.7KNew |
$262K - $277K
|
8.7K
$289K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.8K- 19.53% |
$945K - $1.04M
|
139K
$4.62M
|
|