AdviceOne Advisory Services, LLC OTIS Holdings History
AdviceOne Advisory Services, LLC's Otis Worldwide Corp Holding Summary
As of 2025-03-31, AdviceOne Advisory Services, LLC held 142,122.00 shares of Otis Worldwide Corp(OTIS), totaling $14.67 Mil. This investment constitutes 11.98% of their stock portfolio, and AdviceOne Advisory Services, LLC now holds 0.04% of the outstanding Otis Worldwide Corp(OTIS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.69 for 1,072.00 shares. Based on historical transaction data and OTIS's current price of $99.49, AdviceOne Advisory Services, LLC's estimated gain on his OTIS holdings is $-107,893.16, reflecting a -0.75% gain to date.
AdviceOne Advisory Services, LLC OTIS ($99.49) Holding Chart
AdviceOne Advisory Services, LLC OTIS ($99.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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