Avion Wealth’s Piedmont Lithium PLL Stock Holding History

Avion Wealth’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 Q3	–	Sell	-87	Closed	–	–	1465
2025 Q2	$0	Buy	+87	New	+$569	﹤0.01%	1505

Other funds holding PLL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avion Wealth's PLL Position: Q3 2025 in Review

Avion Wealth sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 87 shares.

Avion Wealth first reported a position in PLL in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

Avion Wealth reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 87 Piedmont Lithium shares in Q3 2025.
Avion Wealth first reported a position in Piedmont Lithium in Q2 2025 and held it in 1 quarter.
Avion Wealth's Piedmont Lithium position peaked at $0 in Q2 2025.
1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.