Significant Ownership of Independent Solutions Wealth Management, LLC

Signature - Title
Michael F. Zimmer - COO
Location
Williamsville, NY
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Independent Solutions Wealth Management, LLC.

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Significant Ownership of Independent Solutions Wealth Management, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LEXI Listed Funds Trust Alexis Practical Tactical ETF 9.9% $9,916,487 337,755 Independent Solutions Wealth Management, LLC 31 Dec 2024

Schedules 13D/G Reported by Independent Solutions Wealth Management, LLC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.