AWS
PPLI

Atria Wealth Solutions’s People Inc PPLI Stock Holding History

Atria Wealth Solutions’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,880
Closed -$938K – 1674
2025
Q1 		$938K Hold
24,880
– – 0.01% 916
2024
Q4 		$880K Buy
24,880
+244
+1% +$9.78K 0.01% 975
2024
Q3 		$1.09M Buy
24,636
+1,097
+5% +$45.7K 0.01% 881
2024
Q2 		$905K Sell
23,539
-4,096
-15% -$169K 0.01% 940
2024
Q1 		$1.21M Buy
+27,635
New +$1.19M 0.01% 831
2022
Q2 		– Sell
-2,826
Closed -$232K – 1754
2022
Q1 		$232K Buy
+2,826
New +$275K ﹤0.01% 1480

Other funds holding PPLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.68B AUM 43.59% 1-Year Est. Return