Back to OTTR
Wealth Alliance Advisory Group, LLC → OTTR
Wealth Alliance Advisory Group, LLC OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
4
Latest value
$245K
Q3 2026
Peak value
$250K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $225K |
| Q1 2026 | $244K |
| Q2 2026 | $250K |
| Q3 2026 | $245K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $245K | 2.8K | — | — |
| Q2 2026 | $250K | 2.8K | — | — |
| Q1 2026 | $244K | 2.8K | — | — |
| Q4 2025 | $225K | 2.8K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M