Costello Asset Management, Inc Wisdomtree Tr U.S. Midcap Divi Transaction History
Costello Asset Management, Inc
- $151 Million
- Q4 2024
A detailed history of Costello Asset Management, Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Costello Asset Management, Inc holds 121 shares of DON stock, worth $6,262. This represents 0.0% of its overall portfolio holdings.
Number of Shares
121
Previous 2,722
95.55%
Holding current value
$6,262
Previous $139,000
95.68%
% of portfolio
0.0%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
481Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.2 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.5 Million0.02% of portfolio