Baron Silver Stevens Financial Advisors, LLC Closed Holding Positions

Baron Silver Stevens Financial Advisors, LLC

  • $587 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2021 Filed on Apr 27, 2021
2,559
$53.92 - $58.74 $138K - $150K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2021 Filed on Apr 27, 2021
374
$100.32 - $112.48 $37.5K - $42.1K
XLF
Financial Sector Spdr

ETFs
Q1 2021 Filed on Apr 27, 2021
1,910
$28.95 - $34.77 $55.3K - $66.4K
FTC
First Tr Lge Cap Growth

ETFs
Q1 2021 Filed on Apr 27, 2021
2,033
$91.91 - $106.03 $187K - $216K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q1 2021 Filed on Apr 27, 2021
765
$62.05 - $88.17 $47.5K - $67.5K
BOTZ
Global X Fds

ETFs
Q1 2021 Filed on Apr 27, 2021
20
$31.53 - $36.46 $631 - $729
XLI
Industrial Sector Spdr

ETFs
Q1 2021 Filed on Apr 27, 2021
62
$84.77 - $98.77 $5.26K - $6.12K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q1 2021 Filed on Apr 27, 2021
355
$72.05 - $82.78 $25.6K - $29.4K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
279
$222.09 - $262.24 $62K - $73.2K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2021 Filed on Apr 27, 2021
332
$15.21 - $18.16 $5.05K - $6.03K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2021 Filed on Apr 27, 2021
207
$28.47 - $29.94 $5.89K - $6.2K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
1,775
$62.37 - $67.89 $111K - $121K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
48
$60.52 - $62.31 $2.9K - $2.99K
XLE
Energy Sector Spdr

ETFs
Q1 2021 Filed on Apr 27, 2021
63
$37.96 - $53.57 $2.39K - $3.37K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2021 Filed on Apr 27, 2021
860
$110.8 - $118.5 $95.3K - $102K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2021 Filed on Apr 27, 2021
23
$91.5 - $91.52 $2.1K - $2.1K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2021 Filed on Apr 27, 2021
68
$413.34 - $489.29 $28.1K - $33.3K
XLU
Utilities Sector Spdr

ETFs
Q1 2021 Filed on Apr 27, 2021
58
$58.36 - $64.15 $3.38K - $3.72K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2021 Filed on Apr 27, 2021
73
$30.43 - $33.36 $2.22K - $2.44K
VIS
Vanguard Industrial ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
39
$164.98 - $189.86 $6.43K - $7.4K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2021 Filed on Apr 27, 2021
207
$67.07 - $76.85 $13.9K - $15.9K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2021 Filed on Apr 27, 2021
103
$35.06 - $39.91 $3.61K - $4.11K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on Apr 27, 2021
48
$101.91 - $102.15 $4.89K - $4.9K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
167
$282.5 - $336.63 $47.2K - $56.2K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
544
$130.0 - $169.53 $70.7K - $92.2K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2021 Filed on Apr 27, 2021
296
$113.22 - $134.41 $33.5K - $39.8K
DVY
Ishares Tr

ETFs
Q1 2021 Filed on Apr 27, 2021
212
$94.76 - $115.39 $20.1K - $24.5K
SLV
I Shares Silver Trust

ETFs
Q1 2021 Filed on Apr 27, 2021
1,107
$22.26 - $26.76 $24.6K - $29.6K
ITA
Ishares Tr

ETFs
Q1 2021 Filed on Apr 27, 2021
252
$89.08 - $106.06 $22.4K - $26.7K
IYR
Ishares Tr

ETFs
Q1 2021 Filed on Apr 27, 2021
200
$82.27 - $92.74 $16.5K - $18.5K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
487
$26.12 - $27.38 $12.7K - $13.3K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q1 2021 Filed on Apr 27, 2021
364
$74.37 - $103.56 $27.1K - $37.7K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q1 2021 Filed on Apr 27, 2021
902
$80.68 - $85.86 $72.8K - $77.4K
EMN
Eastman Chemical CO

Basic Materials
Q1 2021 Filed on Apr 27, 2021
29
$98.35 - $118.02 $2.85K - $3.42K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on Apr 27, 2021
29
$27.53 - $31.21 $798 - $905
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2021 Filed on Apr 27, 2021
12
$89.52 - $108.4 $1.07K - $1.3K
FDS
Factset Research Systems Inc

Financial Services
Q1 2021 Filed on Apr 27, 2021
5
$294.35 - $335.44 $1.47K - $1.68K
FAST
Fastenal CO

Industrials
Q1 2021 Filed on Apr 27, 2021
344
$44.17 - $51.62 $15.2K - $17.8K
FSLY
Fastly, Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
50
$62.05 - $117.86 $3.1K - $5.89K
FDX
Fedex Corp

Industrials
Q1 2021 Filed on Apr 27, 2021
75
$235.34 - $285.92 $17.7K - $21.4K
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
50
$187.78 - $227.01 $9.39K - $11.4K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
27
$122.53 - $146.42 $3.31K - $3.95K
FE
Firstenergy Corp

Utilities
Q1 2021 Filed on Apr 27, 2021
352
$29.51 - $35.56 $10.4K - $12.5K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
21
$167.57 - $244.58 $3.52K - $5.14K
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on Apr 27, 2021
2
$594.92 - $768.57 $1.19K - $1.54K
EFX
Equifax Inc

Industrials
Q1 2021 Filed on Apr 27, 2021
6
$161.88 - $189.88 $971 - $1.14K
ETN
Eaton Corp PLC

Industrials
Q1 2021 Filed on Apr 27, 2021
89
$114.86 - $140.77 $10.2K - $12.5K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
73
$51.5 - $63.84 $3.76K - $4.66K
SATS
Echo Star Corp

Technology
Q1 2021 Filed on Apr 27, 2021
17
$20.93 - $27.79 $356 - $472
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