WPA
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Wealth Preservation Advisors’s Exelon EXC Stock Holding History

Wealth Preservation Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$153K Buy
3,521
+32
+0.9% +$1.39K 0.09% 102
2025
Q1 		$161K Buy
+3,489
New +$161K 0.11% 92