Institute For Wealth Management, Llc. Watsco Inc Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Watsco Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 869 shares of WSO stock, worth $311,388. This represents 0.04% of its overall portfolio holdings.
Number of Shares
869Holding current value
$311,388% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding WSO
# of Institutions
886Shares Held
32.9MCall Options Held
63KPut Options Held
44.1K-
Black Rock Inc. New York, NY3.76MShares$1.35 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.28 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.53MShares$549 Million1.7% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.49MShares$532 Million0.12% of portfolio
-
State Street Corp Boston, MA1.22MShares$438 Million0.02% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $11.9B
- 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 ...