Platt Wealth Management LLC Purchases Shares of 36,875 MFS Active Intermediate Muni Bond ETF $MFSM

Platt Wealth Management LLC purchased a new stake in shares of MFS Active Intermediate Muni Bond ETF (NYSEARCA:MFSM) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 36,875 shares of the company’s stock, valued at approximately $923,000. MFS Active Intermediate Muni Bond ETF makes up 0.9% of Platt Wealth Management LLC’s investment portfolio, making the stock its 21st biggest holding. Platt Wealth Management LLC owned about 1.76% of MFS Active Intermediate Muni Bond ETF at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Goldman Sachs Group Inc. acquired a new position in MFS Active Intermediate Muni Bond ETF during the 1st quarter valued at approximately $263,000. Marshall Financial Group LLC increased its stake in shares of MFS Active Intermediate Muni Bond ETF by 58.0% in the fourth quarter. Marshall Financial Group LLC now owns 14,195 shares of the company’s stock worth $355,000 after acquiring an additional 5,210 shares during the period. Citadel Advisors LLC increased its stake in shares of MFS Active Intermediate Muni Bond ETF by 7.2% in the third quarter. Citadel Advisors LLC now owns 23,200 shares of the company’s stock worth $576,000 after acquiring an additional 1,568 shares during the period. Finally, Raymond James Financial Inc. acquired a new stake in shares of MFS Active Intermediate Muni Bond ETF in the third quarter worth $764,000.

MFS Active Intermediate Muni Bond ETF Stock Performance

NYSEARCA:MFSM opened at $24.90 on Friday. MFS Active Intermediate Muni Bond ETF has a 1-year low of $24.19 and a 1-year high of $25.55. The company’s fifty day moving average price is $25.03 and its 200-day moving average price is $25.11.

MFS Active Intermediate Muni Bond ETF Company Profile

The MFS Active Intermediate Muni Bond ETF (MFSM) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that consists of intermediate-term, tax-exempt US municipal bonds. It primarily invests in investment grade debt instruments but may also include high-yield bonds MFSM was launched on Dec 5, 2024 and is issued by MFS.