AWS
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Atria Wealth Solutions’s Portillo's PTLO Stock Holding History

Atria Wealth Solutions’s Portfolio PTLO Stock Details PTLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$412K Buy
35,319
+15,580
+79% +$180K 0.01% 1006
2025
Q1 		$235K Buy
+19,739
New +$257K ﹤0.01% 1624
2024
Q4 		– Sell
-30,056
Closed -$405K – 2069
2024
Q3 		$405K Buy
30,056
+1,793
+6% +$20K ﹤0.01% 1346
2024
Q2 		$275K Buy
28,263
+9,978
+55% +$111K ﹤0.01% 1561
2024
Q1 		$259K Buy
+18,285
New +$254K ﹤0.01% 1658

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EC
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BlackRock
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Ameriprise
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WP
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return