IWM
OTTR icon

IHT Wealth Management’s Otter Tail OTTR Stock Holding History

IHT Wealth Management’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
+2,322
New +$201K ﹤0.01% 1190
2025
Q4 		– Sell
-2,619
Closed -$215K – 1230
2025
Q3 		$215K Buy
2,619
+12
+0.5% +$973 0.01% 1091
2025
Q2 		$201K Buy
2,607
+13
+0.5% +$1.01K 0.01% 1095
2025
Q1 		$208K Buy
+2,594
New +$205K 0.01% 1017
2023
Q3 		– Sell
-2,771
Closed -$219K – 1010
2023
Q2 		$219K Sell
2,771
-260
-9% -$19.5K 0.01% 850
2023
Q1 		$219K Buy
+3,031
New +$201K 0.01% 819

Other funds holding OTTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return