Independent Solutions Wealth Management, LLC LEXI Holdings History
Independent Solutions Wealth Management, LLC's Alexis Practical Tactical ETF Holding Summary
As of 2025-06-30, Independent Solutions Wealth Management, LLC held 399,159.00 shares of Alexis Practical Tactical ETF(LEXI), totaling $12.90 Mil. This investment constitutes 2.52% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 10.45% of the outstanding Alexis Practical Tactical ETF(LEXI) stock.
The initial trade took place in 2024Q1. And since then Independent Solutions Wealth Management, LLC has made 6 purchases of LEXI, at an average price of $30.63, for a total of 399,159.00 shares. Based on historical transaction data and LEXI's current price of $32.98, Independent Solutions Wealth Management, LLC's estimated gain on his LEXI holdings is $936,484.30, reflecting a 7.66% gain to date.
Independent Solutions Wealth Management, LLC LEXI ($32.98) Holding Chart
Independent Solutions Wealth Management, LLC LEXI ($32.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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