Ever Source Wealth Advisors, LLC Watsco Inc Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,147 shares of WSO stock, worth $1.53 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,147
Previous 5,067
18.16%
Holding current value
$1.53 Million
Previous $2.58 Million
28.89%
% of portfolio
0.09%
Previous 0.16%
Shares
14 transactions
Others Institutions Holding WSO
# of Institutions
886Shares Held
32.8MCall Options Held
63KPut Options Held
44.3K-
Black Rock Inc. New York, NY3.76MShares$1.39 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.32 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.53MShares$566 Million1.7% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.49MShares$549 Million0.12% of portfolio
-
State Street Corp Boston, MA1.22MShares$451 Million0.02% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $12.3B
- 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 ...