Thurston, Springer, Miller, Herd & Titak, Inc. First Trust Multi Asset Divers 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	$14.96 - $16.41 $344 - $377	23 Added 1.62%	1,441 $22,000
Q1 2025 Apr 10, 2025	BUY	$16.02 - $16.68 $22,716 - $23,652	1,418 New	1,418 $23,000

Others Institutions Holding MDIV

# of Institutions

109

Shares Held

11.3M

Call Options Held

Put Options Held

Flaharty Asset Management, LLC

1.61M
Shares

$25.4 Million
5.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.54M
Shares

$24.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$18.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

863K
Shares

$13.6 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

703K
Shares

$11.1 Million
0.01% of portfolio

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