MFSM — MFS ACTIVE EXCHANGE TRADED F

Ownership history in Platt Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Platt Wealth Management LLC reported a position in MFS ACTIVE EXCHANGE TRADED F (MFSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.92% (2025 Q4)
Avg. % of fund
0.92%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 36,875 — — 0.92% $923K $24.91
% of Fund (quarterly)    MFSM price (monthly, adj. close)

Other funds also holding MFSM

As of 2025 Q4 — sorted by position size

LAUREL OAK WEALTH MANAGEMENT, LLC 0.22% Landmark Wealth Management, LLC 3Y 0.18% FAS Wealth Partners, Inc. 3Y 7Y 0.1% Marshall Financial Group, LLC 3Y 0.07% CRA Financial Services, LLC 3Y 7Y 0.04% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% JONES FINANCIAL COMPANIES LLLP 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0%
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