Phillips Wealth Planners LLC Watsco Inc Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Watsco Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 815 shares of WSO stock, worth $452,153. This represents 0.39% of its overall portfolio holdings.
Number of Shares
815
Previous 897
9.14%
Holding current value
$452,153
Previous $436 Million
7.56%
% of portfolio
0.39%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding WSO
# of Institutions
843Shares Held
31.8MCall Options Held
92.1KPut Options Held
139K-
Black Rock Inc. New York, NY3.76MShares$2.09 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.98 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$858 Million1.74% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$695 Million0.12% of portfolio
-
Baillie Gifford & CO1.23MShares$685 Million0.46% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $18.4B
- 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 ...