Icon Wealth Partners, LLC Watsco Inc Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Watsco Inc stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,350 shares of WSO stock, worth $767,853. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,350
Previous 1,382
2.32%
Holding current value
$767,853
Previous $527,000
3.42%
% of portfolio
0.06%
Previous 0.06%
Shares
17 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$2.14 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$2.03 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$880 Million1.74% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$713 Million0.12% of portfolio
-
Baillie Gifford & CO1.23MShares$702 Million0.46% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $18.9B
- 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 ...