Congress Wealth Management LLC Watsco Inc Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Watsco Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 794 shares of WSO stock, worth $423,487. This represents 0.01% of its overall portfolio holdings.
Number of Shares
794
Previous 942
15.71%
Holding current value
$423,487
Previous $436,000
10.55%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding WSO
# of Institutions
829Shares Held
32.6MCall Options Held
88.3KPut Options Held
77.7K-
Black Rock Inc. New York, NY3.76MShares$2.01 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$1.86 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.54MShares$820 Million1.79% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$668 Million0.12% of portfolio
-
Baillie Gifford & CO1.23MShares$658 Million0.46% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $17.7B
- 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 ...