A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 26,576 shares of OTIS stock, worth $2.72 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,576
Previous 25,766 3.14%
Holding current value
$2.72 Million
Previous $2.48 Million 11.37%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$91.43 - $104.43 $74,058 - $84,588
810 Added 3.14%
26,576 $2.76 Million
Q2 2024

Jul 16, 2024

BUY
$91.2 - $100.78 $105,883 - $117,005
1,161 Added 4.72%
25,766 $2.48 Million
Q1 2024

Apr 15, 2024

SELL
$85.45 - $100.22 $272,756 - $319,902
-3,192 Reduced 11.48%
24,605 $2.44 Million
Q4 2023

Jan 30, 2024

SELL
$75.47 - $90.67 $417,047 - $501,042
-5,526 Reduced 16.58%
27,797 $2.49 Million
Q3 2023

Nov 13, 2023

BUY
$79.29 - $90.96 $2.64 Million - $3.03 Million
33,323 New
33,323 $2.68 Million

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $42.7B
  • 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...
More about OTIS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.