Wealth Management Solutions, LLC Watsco Inc Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Watsco Inc stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 575 shares of WSO stock, worth $274,493. This represents 0.15% of its overall portfolio holdings.
Number of Shares
575
Previous 590
2.54%
Holding current value
$274,493
Previous $225,000
3.56%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding WSO
# of Institutions
857Shares Held
31.4MCall Options Held
92.1KPut Options Held
143K-
Black Rock Inc. New York, NY3.76MShares$1.8 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.7 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$739 Million1.74% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$598 Million0.12% of portfolio
-
State Street Corp Boston, MA1.17MShares$560 Million0.02% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $15.9B
- Description
- Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other ...