RA
PLL

Rise Advisors’s Piedmont Lithium PLL Stock Holding History

Rise Advisors’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
-65
Closed -$410 – 1622
2025
Q1 		$410 Buy
+65
New +$520 ﹤0.01% 1403

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State Street
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UBS Group
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Northern Trust
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Charles Schwab
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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