Kiely Wealth Advisory Group »

Otis Worldwide Corp shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Otis Worldwide Corp

Tip: Access up to 7 years of quarterly data

All positions including Otis Worldwide Corp held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Otis Worldwide Corp by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9k 100 89.13

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Floatng Rat Trea (USFR)
Ishares Treasury Floating Rate B Etf TRS FLT RT BD (TFLO)
Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Russell 2000 Etf Iv Vng Rus2000idx (VTWO)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)
Amazon (AMZN)
Berkshire Hathaway Class B Cl B New (BRK.B)
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV)
AutoZone (AZO)

View all positions for Kiely Wealth Advisory Group

Top funds holding Otis Worldwide Corp

Vanguard Group
Alliancebernstein
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Norges Bank Investment Management
Dodge & Cox
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Sarasin & Partners
Robeco Investment Management
Mitsubishi UFJ Asset Management
Ubs Global Asset Management Americas
Wellington Management Company

View all funds holding Otis Worldwide Corp