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Alexis Practical Tactical ETF
LEXI
LEXI
40.92
USD
-0.05
0.12%
At close
Updated
Aug 26, 1:41 PM EDT
Pre-market
After hours
1 day
-0.12%
5 days
0.27%
1 month
2.43%
3 months
2.53%
6 months
10.18%
Year to date
14.33%
1 year
22.37%
5 years
59.16%
10 years
63.29%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AIP
1
Alexis Investment Partners
Montgomery,
Texas
| $79.9M | +$2.37M | +78,035 | +3% |
|
| 2 |
ISWM
2
Independent Solutions Wealth Management
Williamsville,
New York
| $10.9M | +$1.08M | +35,695 | +11% |
|
| 3 |
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| $4.08M | – | – | – |
|
| 4 |
NWM
4
Napa Wealth Management
Napa,
California
| $498K | +$515K | +16,998 | New |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $70.8K | +$69.8K | +2,301 | +1,984% |
|
| 6 |
RWM
6
Rockwood Wealth Management
New Hope,
Pennsylvania
| – | -$269K | -8,703 | Closed |
|