OTIS WORLDWIDE CORP

Ticker: OTIS CUSIP: 68902V107 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 2,020 Value ($000) $200 Avg Close $95.42 Range $88.47 - $104.50
Q1 2025
Shares 2,042 Value ($000) $211 Avg Close $96.18 Range $88.53 - $105.37
Q3 2024
Shares 2,099 Value ($000) $218 Avg Close $93.03 Range $87.90 - $102.98
Q2 2024
Shares 2,122 Value ($000) $204 Avg Close $93.72 Range $87.90 - $98.27
Q1 2024
Shares 2,165 Value ($000) $215 Avg Close $89.54 Range $82.60 - $97.40
Q4 2023
Shares 2,337 Value ($000) $209 Avg Close $80.24 Range $70.61 - $88.02
Q2 2023
Shares 2,575 Value ($000) $229 Avg Close $80.64 Range $73.45 - $86.43
Q1 2023
Shares 2,590 Value ($000) $219 Avg Close $78.91 Range $74.65 - $83.42
Q4 2022
Shares 2,660 Value ($000) $208 Avg Close $70.16 Range $59.27 - $78.06
Q2 2022
Shares 2,829 Value ($000) $200 Avg Close $69.45 Range $63.29 - $73.61
Q1 2022
Shares 2,849 Value ($000) $219 Avg Close $75.10 Range $66.90 - $82.79
Q4 2021
Shares 2,861 Value ($000) $249 Avg Close $78.43 Range $73.55 - $82.42
Q3 2021
Shares 2,867 Value ($000) $236 Avg Close $82.17 Range $76.25 - $86.88
Q2 2021
Shares 2,897 Value ($000) $237 Avg Close $71.71 Range $63.56 - $76.97
Q1 2021
Shares 3,033 Value ($000) $208 Avg Close $60.74 Range $56.84 - $65.75
Q4 2020
Shares 3,890 Value ($000) $263 Avg Close $60.07 Range $54.35 - $63.27
Q3 2020
Shares 4,518 Value ($000) $282 Avg Close $56.47 Range $51.39 - $60.79
Q2 2020
Shares 4,814 Value ($000) $274 Avg Close $47.48 Range $37.89 - $56.66