Atria Wealth Solutions’s Exelon EXC Stock Holding History

Atria Wealth Solutions’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$385K	Sell	8,863 -6,627	-43%	-$295K	0.01%	1043
2025 Q1	$714K	Buy	15,490 +1,592	+11%	+$66.5K	0.01%	1022
2024 Q4	$523K	Sell	13,898 -169	-1%	-$6.56K	0.01%	1259
2024 Q3	$570K	Buy	14,067 +255	+2%	+$9.59K	0.01%	1180
2024 Q2	$478K	Sell	13,812 -2,190	-14%	-$80.8K	0.01%	1258
2024 Q1	$601K	Buy	16,002 +1,150	+8%	+$41.1K	0.01%	1172
2023 Q4	$533K	Buy	14,852 +37	+0.2%	+$1.43K	0.01%	1175
2023 Q3	$560K	Buy	14,815 +23	+0.2%	+$937	0.01%	1082
2023 Q2	$603K	Sell	14,792 -159	-1%	-$6.57K	0.01%	1065
2023 Q1	$626K	Buy	14,951 +2,474	+20%	+$103K	0.01%	1009
2022 Q4	$539K	Sell	12,477 -42,995	-78%	-$1.7M	0.01%	1041
2022 Q3	$2.08M	Buy	55,472 +11,291	+26%	+$499K	0.04%	468
2022 Q2	$2M	Buy	44,181 +39,970	+949%	+$1.88M	0.04%	447
2022 Q1	$201K	Buy	+4,211	New	+$178K	﹤0.01%	1597

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return