CreativeOne Wealth’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,986
Closed -$240K 1163
2025
Q1
$240K Buy
+2,986
New +$240K 0.01% 943