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Otis Worldwide Corp shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Otis Worldwide Corp

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All positions including Otis Worldwide Corp held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otis Worldwide Corp by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $108k 1.0k 103.94
2024-06-30 $100k 1.0k 96.26
2024-03-31 $117k 1.2k 99.27
2023-12-31 $106k 1.2k 89.47

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Alliancebernstein
State Street Corporation
Morgan Stanley
Geode Capital Management
Massachusetts Financial Services
Franklin Resources
Fiera Capital Corporation
Northern Trust
Bank of America Corporation
Sarasin & Partners
Invesco

View all funds holding Otis Worldwide Corp