Goal Vest Advisory LLC Watsco Inc Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Watsco Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 84 shares of WSO stock, worth $46,334. This represents 0.01% of its overall portfolio holdings.
Number of Shares
84
Previous 84
-0.0%
Holding current value
$46,334
Previous $38,000
7.89%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding WSO
# of Institutions
845Shares Held
31.8MCall Options Held
92.1KPut Options Held
139K-
Black Rock Inc. New York, NY3.76MShares$2.07 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.97 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$853 Million1.74% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$691 Million0.12% of portfolio
-
Baillie Gifford & CO1.23MShares$681 Million0.46% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $18.3B
- 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 ...