A detailed history of Kingswood Wealth Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,638 shares of OTIS stock, worth $234,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,638
Previous 2,103 25.44%
Holding current value
$234,175
Previous $208 Million 15.8%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$84.93 - $101.07 $45,437 - $54,072
535 Added 25.44%
2,638 $241 Million
Q2 2025

Jul 23, 2025

SELL
$90.88 - $104.3 $6,816 - $7,822
-75 Reduced 3.44%
2,103 $208 Million
Q1 2025

Jul 25, 2025

BUY
$90.77 - $104.01 $4,266 - $4,888
47 Added 2.23%
2,150 $222 Million
Q1 2025

Apr 21, 2025

BUY
$90.77 - $104.01 $197,697 - $226,533
2,178 New
2,178 $225 Million

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $37B
  • Description
  • Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...
More about OTIS
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