Mycio Wealth Partners, LLC Closed Holding Positions

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CAT
Caterpillar Inc

Industrials
Q1 2020 Filed on May 14, 2020
2,175
$91.85 - $150.53 $200K - $327K
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
2,850
$43.69 - $80.0 $125K - $228K
DEO
Diageo PLC

Consumer Defensive
Q1 2020 Filed on May 14, 2020
1,817
$102.59 - $170.7 $186K - $310K
EQIX
Equinix Inc

Real Estate
Q1 2020 Filed on May 14, 2020
2,005
$489.14 - $655.99 $981K - $1.32M
FGEN
Fibrogen Inc

Healthcare
Q1 2020 Filed on May 14, 2020
6,500
$23.3 - $45.96 $151K - $299K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2020 Filed on May 14, 2020
3,960
$32.8 - $50.0 $130K - $198K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q1 2020 Filed on May 14, 2020
4,320
$11.93 - $26.56 $51.5K - $115K
SBNY
Signature Bank Corp

Financial Services
Q1 2020 Filed on May 14, 2020
40,126
$73.08 - $147.5 $2.93M - $5.92M
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
332
$72.24 - $183.48 $24K - $60.9K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q1 2020 Filed on May 14, 2020
3,020
$22.17 - $44.97 $67K - $136K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2020 Filed on May 14, 2020
996
$111.48 - $162.1 $111K - $161K
VGSH
Vanguard

ETFs
Q1 2020 Filed on May 14, 2020
148
$60.83 - $62.34 $9K - $9.23K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2020 Filed on May 14, 2020
8,156
$62.87 - $112.81 $513K - $920K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
7,199
$16.97 - $63.05 $122K - $454K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
5,760
$33.22 - $89.84 $191K - $517K
Athene Hldg LTD
Q1 2020 Filed on May 14, 2020
11,469
N/A
RNR
Renaissancere Holdings LTD

Financial Services
Q1 2020 Filed on May 14, 2020
17,787
$119.71 - $202.18 $2.13M - $3.6M
FXI
Ishares Tr

ETFs
Q1 2020 Filed on May 14, 2020
500
$33.91 - $45.28 $17K - $22.6K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
8,000
$72.24 - $183.48 $578K - $1.47M
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2020 Filed on May 14, 2020
442
$27.15 - $43.59 $12K - $19.3K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2020 Filed on May 14, 2020
5,634
$22.56 - $40.75 $127K - $230K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q1 2020 Filed on May 14, 2020
10,940
$29.48 - $41.81 $323K - $457K
MPB
Mid Penn Bancorp Inc

Financial Services
Q1 2020 Filed on May 14, 2020
60,917
$15.51 - $28.7 $945K - $1.75M
PCG
Pg&E Corp

Utilities
Q1 2020 Filed on May 14, 2020
12,000
$7.22 - $18.03 $86.6K - $216K
PLD
Prologis, Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
12,574
$62.82 - $99.23 $790K - $1.25M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2020 Filed on May 14, 2020
1,250
$41.08 - $62.36 $51.4K - $78K
Spdr Series Trust
Q1 2020 Filed on May 14, 2020
4,260
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2020 Filed on May 14, 2020
252
$84.57 - $110.24 $21.3K - $27.8K
SNY
Sanofi

Healthcare
Q1 2020 Filed on May 14, 2020
4,181
$38.02 - $51.66 $159K - $216K
Sanofi
Q1 2020 Filed on May 14, 2020
181
N/A
SVRA
Savara Inc

Healthcare
Q1 2020 Filed on May 14, 2020
13,396
$1.91 - $4.08 $25.6K - $54.7K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q1 2020 Filed on May 14, 2020
500
$21.7 - $33.28 $10.9K - $16.6K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2020 Filed on May 14, 2020
259
$18.64 - $30.37 $4.83K - $7.87K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on May 14, 2020
400
$20.56 - $33.46 $8.22K - $13.4K
BG
Bungeltd

Consumer Defensive
Q1 2020 Filed on May 14, 2020
45,000
$30.25 - $57.94 $1.36M - $2.61M
YORW
York Water CO

Utilities
Q1 2020 Filed on May 14, 2020
5,088
$35.6 - $49.6 $181K - $252K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2020 Filed on May 14, 2020
4
$39.27 - $49.27 $157 - $197
VHT
Vanguard Health Care ETF

ETFs
Q1 2020 Filed on May 14, 2020
310
$139.96 - $197.23 $43.4K - $61.1K
VIS
Vanguard Industrial ETF

ETFs
Q1 2020 Filed on May 14, 2020
158
$91.89 - $160.43 $14.5K - $25.3K
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on May 14, 2020
163
$81.49 - $133.25 $13.3K - $21.7K
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q1 2020 Filed on May 14, 2020
43
$35.44 - $37.29 $1.52K - $1.6K
DHS
Wisdomtree Tr U.S

ETFs
Q1 2020 Filed on May 14, 2020
1,002
$48.28 - $77.44 $48.4K - $77.6K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on May 14, 2020
700
$29.43 - $48.44 $20.6K - $33.9K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2020 Filed on May 14, 2020
542
$14.28 - $25.67 $7.74K - $13.9K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2020 Filed on May 14, 2020
1,401
$20.48 - $38.6 $28.7K - $54.1K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2020 Filed on May 14, 2020
2,389
$15.92 - $28.87 $38K - $69K
Wisdomtree Tr
Q1 2020 Filed on May 14, 2020
1,737
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on May 14, 2020
2
$22.28 - $36.03 $44.6 - $72.1
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q1 2020 Filed on May 14, 2020
3
$35.02 - $44.64 $105 - $134
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