Ep Wealth Advisors, LLC Watsco Inc Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 760 shares of WSO stock, worth $383,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
760
Previous 539
41.0%
Holding current value
$383,290
Previous $265,000
35.85%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WSO
# of Institutions
884Shares Held
32.4MCall Options Held
48.2KPut Options Held
81.1K-
Black Rock Inc. New York, NY3.76MShares$1.9 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.62MShares$1.82 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$782 Million1.75% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.37MShares$692 Million0.12% of portfolio
-
State Street Corp Boston, MA1.22MShares$616 Million0.02% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $16.7B
- 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 ...