Defined Wealth Management, LLC Otis Worldwide Corp Transaction History
Defined Wealth Management, LLC
- $165 Million
- Q3 2025
A detailed history of Defined Wealth Management, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,338 shares of OTIS stock, worth $296,314. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,338
Previous 3,360
0.65%
Holding current value
$296,314
Previous $332,000
8.13%
% of portfolio
0.19%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding OTIS
# of Institutions
1,428Shares Held
349MCall Options Held
876KPut Options Held
445K-
Vanguard Group Inc Valley Forge, PA48.6MShares$4.32 Billion0.07% of portfolio
-
Black Rock Inc. New York, NY34.5MShares$3.06 Billion0.08% of portfolio
-
Alliancebernstein L.P. New York, NY16.9MShares$1.5 Billion0.52% of portfolio
-
State Street Corp Boston, MA16MShares$1.42 Billion0.05% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.16 Billion0.08% of portfolio
About Otis Worldwide Corp
- Ticker OTIS
- Exchange NYSE
- Sector Industrials
- Industry Specialty Industrial Machinery
- Shares Outstandng 416,585,984
- Market Cap $37B
- Description
- Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...