TWD
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True Wealth Design’s Otter Tail OTTR Stock Holding History

True Wealth Design’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
Q2 		$78 Sell
1
-6
-86% -$468 ﹤0.01% 2299
2025
Q1 		$563 Buy
+7
New +$563 ﹤0.01% 1500