A detailed history of Iht Wealth Management, LLC transactions in Exelon Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 20,117 shares of EXC stock, worth $754,789. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,117
Previous 19,677 2.24%
Holding current value
$754,789
Previous $681,000 19.68%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$34.24 - $40.55 $15,065 - $17,842
440 Added 2.24%
20,117 $815,000
Q2 2024

Aug 14, 2024

BUY
$34.61 - $38.73 $222,542 - $249,033
6,430 Added 48.54%
19,677 $681,000
Q1 2024

May 15, 2024

SELL
$33.62 - $37.57 $29,888 - $33,399
-889 Reduced 6.29%
13,247 $497,000
Q4 2023

Feb 14, 2024

BUY
$34.45 - $41.0 $32,899 - $39,155
955 Added 7.25%
14,136 $507,000
Q3 2023

Nov 14, 2023

BUY
$37.79 - $43.2 $34,086 - $38,966
902 Added 7.35%
13,181 $498,000
Q2 2023

Aug 14, 2023

SELL
$39.26 - $43.61 $22,181 - $24,639
-565 Reduced 4.4%
12,279 $500,000
Q1 2023

May 15, 2023

BUY
$39.2 - $44.15 $104,193 - $117,350
2,658 Added 26.09%
12,844 $538,000
Q4 2022

Feb 14, 2023

SELL
$35.54 - $43.23 $39,200 - $47,682
-1,103 Reduced 9.77%
10,186 $440,000
Q3 2022

Nov 22, 2022

BUY
$37.46 - $46.7 $102,078 - $127,257
2,725 Added 31.82%
11,289 $423,000
Q2 2022

Aug 15, 2022

BUY
$40.91 - $50.25 $6,300 - $7,738
154 Added 1.83%
8,564 $388,000
Q1 2022

May 16, 2022

BUY
$39.56 - $47.63 $2,887 - $3,476
73 Added 0.88%
8,410 $401,000
Q4 2021

Feb 14, 2022

BUY
$33.93 - $41.2 $19,238 - $23,360
567 Added 7.3%
8,337 $482,000
Q3 2021

Nov 15, 2021

SELL
$31.95 - $36.27 $58,947 - $66,918
-1,845 Reduced 19.19%
7,770 $376,000
Q2 2021

Aug 16, 2021

SELL
$30.75 - $33.6 $522 - $571
-17 Reduced 0.18%
9,615 $426,000
Q1 2021

May 18, 2021

BUY
$27.53 - $31.21 $13,489 - $15,292
490 Added 5.36%
9,632 $421,000
Q4 2020

Feb 17, 2021

BUY
$25.56 - $31.27 $28,473 - $34,834
1,114 Added 13.88%
9,142 $386,000
Q3 2020

Nov 19, 2020

BUY
$24.59 - $28.1 $1,106 - $1,264
45 Added 0.56%
8,028 $287,000
Q2 2020

Aug 14, 2020

SELL
$23.36 - $29.86 $120,257 - $153,719
-5,148 Reduced 39.2%
7,983 $290,000
Q1 2020

May 13, 2020

SELL
$21.38 - $35.93 $25,912 - $43,547
-1,212 Reduced 8.45%
13,131 $483,000
Q4 2019

Feb 18, 2020

BUY
$31.26 - $34.56 $281,652 - $311,385
9,010 Added 168.95%
14,343 $654,000
Q3 2019

Nov 15, 2019

SELL
$31.67 - $35.34 $36,990 - $41,277
-1,168 Reduced 17.97%
5,333 $258,000
Q2 2019

Aug 12, 2019

BUY
$33.92 - $36.34 $5,732 - $6,141
169 Added 2.67%
6,501 $312,000
Q1 2019

May 16, 2019

SELL
$31.43 - $36.15 $534 - $614
-17 Reduced 0.27%
6,332 $317,000
Q4 2018

Feb 15, 2019

SELL
$30.48 - $33.57 $792 - $872
-26 Reduced 0.41%
6,349 $286,000
Q3 2018

Nov 14, 2018

BUY
$29.68 - $31.83 $1,691 - $1,814
57 Added 0.9%
6,375 $278,000
Q2 2018

Aug 13, 2018

BUY
$26.93 - $30.39 $10,879 - $12,277
404 Added 6.83%
6,318 $269,000
Q1 2018

May 15, 2018

SELL
$25.66 - $28.24 $8,493 - $9,347
-331 Reduced 5.3%
5,914 $226,000
Q4 2017

Feb 14, 2018

BUY
$26.99 - $30.24 $16,355 - $18,325
606 Added 10.75%
6,245 $241,000
Q3 2017

Nov 14, 2017

BUY
$26.33 - $27.5 $148,474 - $155,072
5,639
5,639 $215,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $37.3B
  • 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 Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.