Atria Wealth Solutions’s PPL Corp PPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Sell	14,975 -5,812	-28%	-$202K	0.01%	901
2025 Q1	$756K	Buy	20,787 +960	+5%	+$32.6K	0.01%	995
2024 Q4	$649K	Buy	19,827 +2,215	+13%	+$72.9K	0.01%	1125
2024 Q3	$587K	Buy	17,612 +5,009	+40%	+$153K	0.01%	1161
2024 Q2	$352K	Sell	12,603 -89	-0.7%	-$2.5K	﹤0.01%	1419
2024 Q1	$353K	Buy	12,692 +36	+0.3%	+$958	﹤0.01%	1452
2023 Q4	$344K	Sell	12,656 -427	-3%	-$10.8K	﹤0.01%	1408
2023 Q3	$309K	Buy	13,083 +1,487	+13%	+$38.5K	﹤0.01%	1401
2023 Q2	$310K	Sell	11,596 -2,313	-17%	-$63.8K	﹤0.01%	1417
2023 Q1	$390K	Sell	13,909 -5,988	-30%	-$170K	0.01%	1279
2022 Q4	$586K	Sell	19,897 -2,138	-10%	-$58.8K	0.01%	996
2022 Q3	$564K	Sell	22,035 -2,166	-9%	-$62K	0.01%	961
2022 Q2	$662K	Buy	24,201 +646	+3%	+$18.5K	0.01%	854
2022 Q1	$677K	Buy	+23,555	New	+$664K	0.01%	913

Other funds holding PPL

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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