AWM
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AE Wealth Management’s Otter Tail OTTR Stock Holding History

AE Wealth Management’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,662
Closed -$344K – 2249
2024
Q4 		$344K Buy
+4,662
New +$344K ﹤0.01% 1040