Institutional Ownership Listed Fds Tr Alexis Practical (LEXI)

LEXI Quotes by TradingView

This table provides information about the institutional ownership of Listed Fds Tr Alexis Practical (LEXI). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 3.16 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
$77.6 Million 39.08% of portfolio
Q4 2024 New holding
Independent Solutions Wealth Management, LLC

Williamsville, NY

 		Apr 23, 2025 Q1 2025
373,450
shares
$10.9 Million 2.45% of portfolio
Q1 2025 Added 10.57%
Sowell Financial Services LLC

North Little Rock, AR

 		Apr 17, 2025 Q1 2025
139,300
shares
$4.08 Million 0.19% of portfolio
Q3 2024 Reduced 19.53%
Ubs Group Ag

Feb 14, 2025 Q4 2024
116
shares
$3,396 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

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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