Sound View Wealth Advisors Group, LLC Watsco Inc Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Watsco Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 698 shares of WSO stock, worth $250,114. This represents 0.02% of its overall portfolio holdings.
Number of Shares
698
Previous 831
16.0%
Holding current value
$250,114
Previous $422,000
27.01%
% of portfolio
0.02%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding WSO
# of Institutions
885Shares 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 ...