Number of Shares
373,450.00
Current Holdings Value*
$10.94 Mil
% of Portfolio
2.45%
Total Estimate Gain
$868,233.60
% of Total Estimate Gain
7.58%

Independent Solutions Wealth Management, LLC's Alexis Practical Tactical ETF Holding Summary

As of 2025-03-31, Independent Solutions Wealth Management, LLC held 373,450.00 shares of Alexis Practical Tactical ETF(LEXI), totaling $10.94 Mil. This investment constitutes 2.45% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 10.46% 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 5 purchases of LEXI, at an average price of $30.67, for a total of 373,450.00 shares. Based on historical transaction data and LEXI's current price of $32.99, Independent Solutions Wealth Management, LLC's estimated gain on his LEXI holdings is $868,233.60, reflecting a 7.58% gain to date.

Independent Solutions Wealth Management, LLC LEXI ($32.99) Holding Chart

Independent Solutions Wealth Management, LLC LEXI ($32.99) 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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