Napa Wealth Management Listed Fds Tr Alexis Practical Transaction History

Napa Wealth Management

$213 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$28.73 - $31.33 $488,352 - $532,547	16,998 New	16,998 $498 Million

Others Institutions Holding LEXI

# of Institutions

5

Shares Held

3.43M

Call Options Held

0

Put Options Held

0

Alexis Investment Partners, LLC Montgomery, TX

2.84M
Shares

$99.6 Million
8.42% of portfolio
Independent Solutions Wealth Management, LLC Williamsville, NY

454K
Shares

$15.9 Million
2.8% of portfolio
Sowell Financial Services LLC North Little Rock, AR

139K
Shares

$4.89 Million
0.2% of portfolio
Ubs Group Ag

1.16K
Shares

$40,833
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LISTED FDS TR ALEXIS PRACTICAL

Ticker LEXI
Sector ETFs
Industry ETFs

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