Wealth Enhancement Advisory Services
PLL

Wealth Enhancement Advisory Services’s Piedmont Lithium PLL Stock Holding History

Wealth Enhancement Advisory Services’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
-12,012
Closed -$75.7K – 3460
2025
Q1 		$75.7K Sell
12,012
-727
-6% -$5.81K ﹤0.01% 2809
2024
Q4 		$111K Buy
12,739
+1,782
+16% +$20.9K ﹤0.01% 2795
2024
Q3 		$97.8K Sell
10,957
-174
-2% -$1.57K ﹤0.01% 2561
2024
Q2 		$111K Buy
+11,131
New +$142K ﹤0.01% 2395

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's PLL Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 12,012 shares — an estimated $75.7K sold.

Wealth Enhancement Advisory Services first reported a position in PLL in Q2 2024 and held it in 4 quarters. The position peaked at $111K in Q4 2024. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,012 Piedmont Lithium shares in Q2 2025, an estimated $75.7K.
  • Wealth Enhancement Advisory Services first reported a position in Piedmont Lithium in Q2 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Piedmont Lithium position peaked at $111K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.