Thurston, Springer, Miller, Herd & Titak, Inc. Wisdomtree U.S. Largecap Fund 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	$52.66 - $64.01 $105 - $128	2 Added 0.42%	480 $30,000
Q1 2025 Apr 10, 2025	BUY	$58.38 - $64.16 $27,905 - $30,668	478 New	478 $28,000

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.8M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.25M
Shares

$152 Million
1.83% of portfolio
Lpl Financial LLC Fort Mill, SC

1.28M
Shares

$86.2 Million
0.03% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$85.6 Million
14.73% of portfolio
Private Advisor Group, LLC

1.06M
Shares

$71.3 Million
0.39% of portfolio
Morgan Stanley New York, NY

934K
Shares

$63 Million
0.0% of portfolio

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