US Financial Advisors, LLC
- SEC CIK
- 0001640420
- Latest filing
- May 8, 2025
OTIS holding history
Otis Worldwide Corp in every 13F filed by US Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OTIS overviewAll 13F holders of OTISFull Q1 2025 holdings
- Shares (Q1 2025)
- 2,054
- Value
- $212.0K
- % of portfolio
- 0.1%
- Quarters held
- 3
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 2,054 | $212.0K | 0.1% | +2,054 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −2,054−100.0% | Sold out | Holders |
| Q3 2024 | 2,054 | $213.5K | 0.1% | +2,054 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −2,094−100.0% | Sold out | Holders |
| Q1 2024 | 2,094 | $207.9K | 0.1% | +2,094 | New | Holders |