AO
PII icon

Advisor OS’s Polaris PII Stock Holding History

Advisor OS’s Portfolio PII Stock Details PII Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,527
Closed -$226K – 464
2025
Q1 		$226K Buy
5,527
+1,030
+23% +$42.2K 0.03% 384
2024
Q4 		$259K Buy
+4,497
New +$259K 0.03% 352