LSA
PLL

Leonteq Securities AG’s Piedmont Lithium PLL Stock Holding History

Leonteq Securities AG’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 		– Sell
-2,944
Closed -$18.8K – 1323
2025
Q1 		$18.8K Sell
2,944
-2,961
-50% -$23.7K ﹤0.01% 991
2024
Q4 		$51.6K Buy
5,905
+102
+2% +$1.2K 0.01% 815
2024
Q3 		$51.8K Buy
5,803
+1,134
+24% +$10.2K 0.01% 738
2024
Q2 		$46.6K Buy
4,669
+2,466
+112% +$31.5K 0.01% 777
2024
Q1 		$29.3K Buy
2,203
+293
+15% +$4.7K ﹤0.01% 867
2023
Q4 		$53.9K Buy
1,910
+54
+3% +$1.59K 0.01% 763
2023
Q3 		$73.7K Buy
1,856
+132
+8% +$6.41K 0.01% 716
2023
Q2 		$99.5K Sell
1,724
-426
-20% -$24.4K 0.01% 675
2023
Q1 		$129K Buy
+2,150
New +$130K 0.01% 607
2022
Q1 		– Sell
-1,600
Closed -$83.9K – 1336
2021
Q4 		$83.9K Hold
1,600
– – ﹤0.01% 810
2021
Q3 		$87.1K Sell
1,600
-1,384
-46% -$80.4K ﹤0.01% 751
2021
Q2 		$233K Buy
+2,984
New +$202K 0.02% 547

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Geode Capital Management
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State Street
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UBS Group
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Northern Trust
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return