Summit Wealth Group LLC / CO Watsco Inc Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Watsco Inc stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 1,771 shares of WSO stock, worth $607,665. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,771Holding current value
$607,665% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding WSO
# of Institutions
879Shares Held
34.2MCall Options Held
58.8KPut Options Held
71.3K-
Black Rock Inc. New York, NY3.76MShares$1.29 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.55MShares$1.22 Billion0.02% of portfolio
-
Capital International Investors Los Angeles, CA2.29MShares$784 Million0.16% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.55MShares$531 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.51MShares$519 Million0.1% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $11.4B
- 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 ...