Baron Wealth Management LLC MFS ACTIVE EXCHANGE TRADED F Transaction History

Baron Wealth Management LLC

  • $282 Billion
  • Q2 2025
Number of Shares
924,284
Previous 468,096 97.46%
Holding current value
$26.3 Billion
Previous $12 Billion 118.41%
% of portfolio
9.32%
Previous 5.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
N/A
456,188 Added 97.46%
924,284 $26.3 Billion
Q1 2025

May 14, 2025
BUY
N/A
468,096 New
468,096 $12 Billion
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