Phillips Wealth Planners LLC Watsco Inc Transaction History
Phillips Wealth Planners LLC
- $100 Billion
- Q4 2024
A detailed history of Phillips Wealth Planners LLC transactions in Watsco Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 678 shares of WSO stock, worth $321,392. This represents 0.31% of its overall portfolio holdings.
Number of Shares
678
Previous 815
16.81%
Holding current value
$321,392
Previous $403 Million
21.92%
% of portfolio
0.31%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding WSO
# of Institutions
862Shares Held
31.5MCall Options Held
92.1KPut Options Held
143K-
Black Rock Inc. New York, NY3.76MShares$1.78 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.69 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$733 Million1.74% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$594 Million0.12% of portfolio
-
State Street Corp Boston, MA1.17MShares$556 Million0.02% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $15.7B
- 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 ...