Costello Asset Management, Inc Wisdomtree Tr U.S. Midcap Divi Transaction History
Costello Asset Management, Inc
- $244 Million
- Q1 2025
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 122 shares of DON stock, worth $5,979. This represents 0.0% of its overall portfolio holdings.
Number of Shares
122
Previous 121
0.83%
Holding current value
$5,979
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$89.2 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$79 Million0.02% of portfolio