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.

Notify me when Independent Solutions Wealth Management, LLC files a new Schedule 13D/G report.

⭐ Subscribe ⭐

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% $9.7M 338K Independent Solutions Wealth Management, LLC Dec 31, 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 Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.