Baron Wealth Management LLC MFS ACTIVE EXCHANGE TRADED F Transaction History

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025
Number of Shares
957,013
Previous 924,284 3.54%
Holding current value
$28.3 Billion
Previous $26.3 Billion 7.51%
% of portfolio
9.35%
Previous 9.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
32,729 Added 3.54%
957,013 $28.3 Billion
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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