AWS
PLL

Atria Wealth Solutions’s Piedmont Lithium PLL Stock Holding History

Atria Wealth Solutions’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$66.7K Buy
+10,225
New +$66.8K ﹤0.01% 1445
2025
Q1 		– Sell
-10,361
Closed -$90.6K – 2036
2024
Q4 		$90.6K Buy
+10,361
New +$122K ﹤0.01% 1904

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's PLL Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Piedmont Lithium (PLL) in Q2 2025: 10,225 shares worth $66.7K. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in PLL as recently as Q4 2024.

Atria Wealth Solutions first reported a position in PLL in Q4 2024 and has held it in 2 quarters since. The position peaked at $90.6K in Q4 2024. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

  • Atria Wealth Solutions held 10,225 shares of Piedmont Lithium worth $66.7K as of Q2 2025.
  • Piedmont Lithium was a new Atria Wealth Solutions position in Q2 2025.
  • Piedmont Lithium made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1445 holding.
  • Atria Wealth Solutions first reported a position in Piedmont Lithium in Q4 2024 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Piedmont Lithium position peaked at $90.6K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.