Mycio Wealth Partners, LLC Closed Holding Positions

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q1 2020 Filed on May 14, 2020
5,106
$49.43 - $50.65 $252K - $259K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
20,698
$18.5 - $33.93 $383K - $702K
XLU
Utilities Sector Spdr

ETFs
Q1 2020 Filed on May 14, 2020
5,061
$44.93 - $70.98 $227K - $359K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q1 2020 Filed on May 14, 2020
16,433
N/A
Third Pt Reins LTD
Q1 2020 Filed on May 14, 2020
18,711
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on May 14, 2020
5,331
$68.69 - $121.9 $366K - $650K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2020 Filed on May 14, 2020
13,901
$40.03 - $68.06 $556K - $946K
VGT
Vanguard Information Technolog

ETFs
Q1 2020 Filed on May 14, 2020
1,952
$185.49 - $273.21 $362K - $533K
VFH
Vanguard Financial ETF

ETFs
Q1 2020 Filed on May 14, 2020
30
$42.8 - $77.51 $1.28K - $2.33K
IDRA
Idera Pharmaceuticals, Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
55,815
$1.06 - $2.15 $59.2K - $120K
HSY
Hershey CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
7,666
$111.43 - $160.95 $854K - $1.23M
CTSO
Cytosorbents Corp

Healthcare
Q1 2020 Filed on May 14, 2020
12,894
$3.77 - $7.73 $48.6K - $99.7K
Greensky Inc
Q1 2020 Filed on May 14, 2020
75,891
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on May 14, 2020
4,650
$10.01 - $15.25 $46.5K - $70.9K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2020 Filed on May 14, 2020
3,140
$35.83 - $62.24 $113K - $195K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,279
$59.3 - $107.65 $135K - $245K
Aurora Cannabis Inc
Q1 2020 Filed on May 14, 2020
13,584
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
3,608
$1152.24 - $2086.9 $4.16M - $7.53M
CI
Cigna Corp

Healthcare
Q1 2020 Filed on May 14, 2020
6,785
$130.06 - $222.56 $882K - $1.51M
ET
Energy Transfer LP

Energy
Q1 2020 Filed on May 14, 2020
21,337
$4.53 - $13.68 $96.7K - $292K
ETRN
Equitrans Midstream Corp

Energy
Q1 2020 Filed on May 14, 2020
11,280
$4.08 - $13.74 $46K - $155K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q1 2020 Filed on May 14, 2020
16,644
$13.6 - $20.48 $226K - $341K
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
2,050
$50.29 - $105.81 $103K - $217K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
10,000
$8.13 - $19.84 $81.3K - $198K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2020 Filed on May 14, 2020
6,178
$63.48 - $119.15 $392K - $736K
Brookfield Property Partrs L
Q1 2020 Filed on May 14, 2020
11,000
N/A
FLR
Fluor Corp

Industrials
Q1 2020 Filed on May 14, 2020
10,000
$3.4 - $20.79 $34K - $208K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
1,740
$33.9 - $69.6 $59K - $121K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
3,176
$79.39 - $129.53 $252K - $411K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2020 Filed on May 14, 2020
1,350
$33.01 - $55.48 $44.6K - $74.9K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2020 Filed on May 14, 2020
6,052
$14.06 - $22.79 $85.1K - $138K
PDN
Invesco Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
4,152
$20.1 - $32.25 $83.5K - $134K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on May 14, 2020
1,012
$20.13 - $30.3 $20.4K - $30.7K
EWC
Ishares Msci Canada ETF

ETFs
Q1 2020 Filed on May 14, 2020
13,080
$17.65 - $30.78 $231K - $403K
EWQ
Ishares Msci France ETF

ETFs
Q1 2020 Filed on May 14, 2020
6,140
$20.03 - $32.96 $123K - $202K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2020 Filed on May 14, 2020
6,840
$30.51 - $42.26 $209K - $289K
EWG
Ishares Msci Germany ETF

ETFs
Q1 2020 Filed on May 14, 2020
6,600
$18.03 - $29.88 $119K - $197K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 14, 2020
3
$105.05 - $134.27 $315 - $403
ILF
Ishares Latin America 40 ETF

ETFs
Q1 2020 Filed on May 14, 2020
8,940
$15.64 - $34.83 $140K - $311K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2020 Filed on May 14, 2020
372
$49.3 - $57.28 $18.3K - $21.3K
QABA
First Trust Nasdaq Aba Communi

ETFs
Q1 2020 Filed on May 14, 2020
6,980
$28.57 - $51.89 $199K - $362K
BG
Bungeltd

Consumer Defensive
Q1 2020 Filed on May 14, 2020
58,067
$30.25 - $57.94 $1.76M - $3.36M
American Intl Group Inc
Q1 2020 Filed on May 14, 2020
466
N/A
AMT
American Tower Corp

Real Estate
Q1 2020 Filed on May 14, 2020
5,434
$179.09 - $256.9 $973K - $1.4M
ARES
Ares Management Corp

Financial Services
Q1 2020 Filed on May 14, 2020
7,000
$22.71 - $41.12 $159K - $288K
AXSM
Axsome Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
2,600
$41.2 - $101.31 $107K - $263K
Bristol Myers Squibb CO
Q1 2020 Filed on May 14, 2020
16,842
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
4,650
$22.05 - $45.53 $103K - $212K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
3,659
$29.83 - $64.25 $109K - $235K
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