Purchases and Sales Made in Q2 2025 in Listed Fds Tr Alexis Practical (LEXI)
This table provides information about the institutional ownership of Listed Fds Tr Alexis Practical (LEXI) during Q2 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR ALEXIS PRACTICAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.25K- 51.84% |
$33K - $40.5K
|
1.16K
$38.6K
|