PPWM
PLL

PFG Private Wealth Management’s Piedmont Lithium PLL Stock Holding History

PFG Private Wealth Management’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
-19
Closed -$120 – 192
2025
Q1 		$120 Hold
19
– – ﹤0.01% 259
2024
Q4 		$166 Hold
19
– – ﹤0.01% 230
2024
Q3 		$170 Hold
19
– – ﹤0.01% 230
2024
Q2 		$190 Hold
19
– – ﹤0.01% 230
2024
Q1 		$253 Hold
19
– – ﹤0.01% 214
2023
Q4 		$536 Hold
19
– – ﹤0.01% 214
2023
Q3 		$754 Hold
19
– – ﹤0.01% 258
2023
Q2 		$1.1K Hold
19
– – ﹤0.01% 262
2023
Q1 		$1.14K Hold
19
– – ﹤0.01% 264
2022
Q4 		$1K Buy
+19
New +$1.05K ﹤0.01% 325
2022
Q3 		– Sell
-10
Closed – – 362
2022
Q2 		$0 Buy
+10
New +$592 ﹤0.01% 328

Other funds holding PLL

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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