Mycio Wealth Partners, LLC Purchases and Sells in Q4 2024

Mycio Wealth Partners, LLC

$417 Million
Q4 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	965 + 3.86%	$567.81 - $607.81 $548K - $587K	26K $15.2M
APD	1.1K + 15.7%	$285.5 - $335.62 $314K - $369K	8.1K $2.35M
IWM	607 + 3.78%	$216.13 - $242.4 $131K - $147K	16.7K $3.68M
BIV	2.31K + 15.56%	$74.5 - $78.37 $172K - $181K	17.2K $1.28M
VB	47 + 0.34%	$233.76 - $261.58 $11K - $12.3K	13.8K $3.33M
VFC	71 + 0.39%	$16.7 - $22.59 $1.19K - $1.6K	18.1K $389K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	3.44K New	$113.92 - $127.38 $392K - $438K	3.44K $396K
VTWO	4.36K New	$87.42 - $98.06 $381K - $428K	4.36K $389K
VONG	2.33K New	$95.27 - $107.82 $222K - $251K	2.33K $240K
VNQ	2.2K New	$87.85 - $98.6 $193K - $217K	2.2K $195K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CB	-4.26K - 0.45%	$271.57 - $301.89 $1.16M - $1.29M	940K $260M
NOBL	-6.66K - 7.48%	$99.2 - $108.47 $661K - $723K	82.5K $8.21M
VIG	-6.15K - 11.76%	N/A	46.1K $8.4M
IVV	-2.22K - 6.64%	$570.51 - $610.59 $1.27M - $1.36M	31.2K $18.4M
VEA	-1.55K - 1.0%	$47.57 - $52.44 $73.5K - $81K	153K $7.3M
IWB	-782 - 10.37%	$311.11 - $335.64 $243K - $262K	6.76K $2.18M

Activity Summary All Purchases 25 New Holdings 4 Increased Positions 21 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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