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Otis Worldwide Corp shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management investment in Otis Worldwide Corp

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All positions including Otis Worldwide Corp held by Cherry Tree 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $107k 1.0k 103.94
2024-06-30 $99k 1.0k 96.26
2024-03-31 $102k 1.0k 99.27
2023-12-31 $92k 1.0k 89.47
2023-09-30 $83k 1.0k 80.31
2023-06-30 $92k 1.0k 89.01

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree 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