Thurston, Springer, Miller, Herd & Titak, Inc. Ishares Tr Core Aggressive All Transaction History

Thurston, Springer, Miller, Herd & Titak, Inc.

$46.2 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 07, 2025	BUY	$69.46 - $83.4 $40,981 - $49,206	590 Added 80.71%	1,321 $110,000
Q1 2024 May 14, 2024	BUY	$67.75 - $73.5 $49,525 - $53,728	731 New	731 $53,000

Others Institutions Holding AOA

# of Institutions

390

Shares Held

9.56M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$193 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$46.6 Million
0.1% of portfolio
Cx Institutional

477K
Shares

$41.9 Million
1.39% of portfolio
Assetmark, Inc

268K
Shares

$23.5 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$15.1 Million
0.01% of portfolio

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