A detailed history of Dynamic Wealth Strategies, LLC transactions in Exelon Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 779 shares of EXC stock, worth $30,622. This represents 0.03% of its overall portfolio holdings.

Number of Shares
779
Previous 1,066 26.92%
Holding current value
$30,622
Previous $37,000 13.51%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$34.24 - $40.55 $9,826 - $11,637
-287 Reduced 26.92%
779 $32,000
Q1 2024

May 15, 2024

SELL
$33.62 - $37.57 $14,355 - $16,042
-427 Reduced 28.6%
1,066 $40,000
Q4 2023

Feb 13, 2024

BUY
$34.45 - $41.0 $51,433 - $61,213
1,493 New
1,493 $53.6 Million

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $39.1B
  • Description
  • Exelon Corporation, a utility services holding company, engages in the energy generation, delivery, and marketing businesses in the United States and Canada. It owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities. The company also sells electricity to wholesale and retail customers; and sells natural gas, renewabl...
More about EXC
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.