Heartwood Wealth Advisors LLC Watsco Inc Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 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 $405,917. This represents 0.04% of its overall portfolio holdings.
Number of Shares
761
Previous 761
-0.0%
Holding current value
$405,917
Previous $352,000
6.25%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding WSO
# of Institutions
842Shares Held
31.8MCall Options Held
92.1KPut Options Held
139K-
Black Rock Inc. New York, NY3.76MShares$2.01 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.9 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$825 Million1.74% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$668 Million0.12% of portfolio
-
Baillie Gifford & CO1.23MShares$658 Million0.46% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $17.7B
- 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 ...