Ever Source Wealth Advisors, LLC Watsco Inc Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 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 5,067 shares of WSO stock, worth $2.48 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,067
Previous 4,500
12.6%
Holding current value
$2.48 Million
Previous $2.13 Million
20.78%
% of portfolio
0.16%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding WSO
# of Institutions
897Shares Held
32.8MCall Options Held
88.7KPut Options Held
29.6K-
Black Rock Inc. New York, NY3.76MShares$1.84 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.75 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.56MShares$763 Million2.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.45MShares$713 Million0.14% of portfolio
-
State Street Corp Boston, MA1.24MShares$607 Million0.03% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $16.3B
- 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 ...