Heartwood Wealth Advisors LLC Watsco Inc Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Watsco Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 761 shares of WSO stock, worth $362,715. This represents 0.04% of its overall portfolio holdings.
Number of Shares
761
Previous 761
-0.0%
Holding current value
$362,715
Previous $328,000
7.32%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding WSO
# of Institutions
829Shares Held
32.7MCall Options Held
88.3KPut Options Held
77.7K-
Black Rock Inc. New York, NY3.76MShares$1.79 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$1.66 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.54MShares$732 Million1.79% of portfolio
-
Baillie Gifford & CO1.42MShares$677 Million0.52% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.19MShares$568 Million0.11% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $15.8B
- 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 ...