Congress Wealth Management LLC Watsco Inc Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 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 938 shares of WSO stock, worth $451,947. This represents 0.01% of its overall portfolio holdings.
Number of Shares
938
Previous 1,583
40.75%
Holding current value
$451,947
Previous $678,000
40.27%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding WSO
# of Institutions
789Shares Held
32.8MCall Options Held
169KPut Options Held
152K-
Black Rock Inc. New York, NY3.66MShares$1.77 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.41MShares$1.64 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.69MShares$812 Million1.73% of portfolio
-
Baillie Gifford & CO1.46MShares$703 Million0.5% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.24MShares$598 Million0.12% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $16B
- 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 ...