Independent Solutions Wealth Management, LLC Exelon Corp Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	BUY	$37.79 - $43.2 $83,591 - $95,558	2,212 Added 37.58%	8,098 $306 Million
Q2 2023 Dec 19, 2024	BUY	$39.26 - $43.61 $231,084 - $256,688	5,886 New	5,886 $240 Million
Q4 2022 Dec 19, 2024	SELL	$35.54 - $43.23 $568,995 - $692,112	-16,010 Closed	0 $0
Q2 2022 Dec 19, 2024	BUY	$40.91 - $50.25 $119,416 - $146,679	2,919 Added 22.3%	16,010 $726 Million
Q1 2022 Dec 19, 2024	BUY	$39.56 - $47.63 $43,872 - $52,821	1,109 Added 9.26%	13,091 $624 Million
Q4 2021 Dec 19, 2024	BUY	$33.93 - $41.2 $1,934 - $2,348	57 Added 0.48%	11,982 $692 Million
Q3 2021 Dec 19, 2024	BUY	$31.95 - $36.27 $33,675 - $38,228	1,054 Added 9.7%	11,925 $576 Million
Q2 2021 Dec 19, 2024	BUY	$30.75 - $33.6 $160,699 - $175,593	5,226 Added 92.58%	10,871 $482 Million
Q1 2021 Dec 19, 2024	BUY	$27.53 - $31.21 $155,406 - $176,180	5,645 New	5,645 $247 Million

Others Institutions Holding EXC

# of Institutions

1,163

Shares Held

802M

Call Options Held

3.25M

Put Options Held

1.81M

Vanguard Group Inc Valley Forge, PA

124M
Shares

$4.64 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

101M
Shares

$3.75 Billion
0.08% of portfolio
Wellington Management Group LLP Boston, MA

65M
Shares

$2.43 Billion
0.47% of portfolio
State Street Corp Boston, MA

60.2M
Shares

$2.24 Billion
0.1% of portfolio
Geode Capital Management, LLC Boston, MA

25.9M
Shares

$968 Million
0.09% of portfolio

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $37.1B
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

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