Institutional Ownership Listed Fds Tr Alexis Practical (LEXI)
This table provides information about the institutional ownership of Listed Fds Tr Alexis Practical (LEXI). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
2,651,536
shares
|
$78.3 Million
39.08% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
337,755
shares
|
$9.98 Million
2.23% of portfolio
|
Q4 2024
Added 515.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
139,300
shares
|
$4.11 Million
0.23% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
8,703
shares
|
$257,086
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
116
shares
|
$3,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|