WPA
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Wealth Preservation Advisors’s Otis Worldwide OTIS Stock Holding History

Wealth Preservation Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$128K Hold
1,291
– – 0.08% 116
2025
Q1 		$133K Buy
+1,291
New +$133K 0.1% 104