Mycio Wealth Partners, LLC Closed Holding Positions

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CCI
Crown Castle International Corp

Real Estate
Q1 2020 Filed on May 14, 2020
2,656
$116.98 - $168.06 $311K - $446K
CSX
Csx Corp

Industrials
Q1 2020 Filed on May 14, 2020
8,856
$15.89 - $26.82 $141K - $238K
CVS
Cvs Health Corp

Healthcare
Q1 2020 Filed on May 14, 2020
5,093
$52.3 - $76.05 $266K - $387K
DVA
Davita Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
17,027
$64.99 - $88.5 $1.11M - $1.51M
XRAY
Dentsply Sirona Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
11,349
$31.9 - $60.74 $362K - $689K
DIS
Walt Disney CO

Communication Services
Q1 2020 Filed on May 14, 2020
18,317
$85.76 - $148.2 $1.57M - $2.71M
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
6,977
$270.75 - $373.16 $1.89M - $2.6M
DUK
Duke Energy Corp

Utilities
Q1 2020 Filed on May 14, 2020
18,563
$64.15 - $102.43 $1.19M - $1.9M
EMR
Emerson Electric CO

Industrials
Q1 2020 Filed on May 14, 2020
16,965
$38.08 - $77.87 $646K - $1.32M
GSK
Gsk PLC

Healthcare
Q1 2020 Filed on May 14, 2020
50,505
$32.47 - $48.83 $1.64M - $2.47M
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2020 Filed on May 14, 2020
20,378
$74.62 - $104.73 $1.52M - $2.13M
VZ
Verizon Communications Inc

Communication Services
Q1 2020 Filed on May 14, 2020
33,136
$49.94 - $61.05 $1.65M - $2.02M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on May 14, 2020
12,716
$78.67 - $82.51 $1M - $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2020 Filed on May 14, 2020
32,608
$111.91 - $172.17 $3.65M - $5.61M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2020 Filed on May 14, 2020
6,211
$48.55 - $70.86 $302K - $440K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q1 2020 Filed on May 14, 2020
80,005
$68.24 - $109.16 $5.46M - $8.73M
WTW
Willis Towers Watson PLC

Financial Services
Q1 2020 Filed on May 14, 2020
8,263
$147.56 - $220.06 $1.22M - $1.82M
United Technologies Corp
Q1 2020 Filed on May 14, 2020
1,560
N/A
Aon PLC
Q1 2020 Filed on May 14, 2020
14,175
N/A
AGR
Avangrid, Inc.

Utilities
Q1 2020 Filed on May 14, 2020
15,857
$36.14 - $56.57 $573K - $897K
UPS
United Parcel Service Inc

Industrials
Q1 2020 Filed on May 14, 2020
6,200
$86.17 - $118.61 $534K - $735K
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on May 14, 2020
3,422
$114.04 - $187.19 $390K - $641K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q1 2020 Filed on May 14, 2020
5,279
$24.35 - $37.92 $129K - $200K
UFI
Unifi Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
18,500
$7.98 - $27.31 $148K - $505K
SND
Smart Sand, Inc.

Energy
Q1 2020 Filed on May 14, 2020
36,500
$0.6 - $2.5 $21.9K - $91.3K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2020 Filed on May 14, 2020
2,003
$108.51 - $170.49 $217K - $341K
Peoples Utd Finl Inc
Q1 2020 Filed on May 14, 2020
129,953
N/A
V
Visa Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
5,886
$135.74 - $213.31 $799K - $1.26M
AGO
Assured Guaranty LTD

Financial Services
Q1 2020 Filed on May 14, 2020
12,085
$19.35 - $49.29 $234K - $596K
VDE
Vanguard Energy ETF

ETFs
Q1 2020 Filed on May 14, 2020
8,676
$31.29 - $82.78 $271K - $718K
GTY
Getty Realty Corp

Real Estate
Q1 2020 Filed on May 14, 2020
33,662
$17.38 - $32.86 $585K - $1.11M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on May 14, 2020
585,233
$40.75 - $81.0 $23.8M - $47.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
3,241
$76.69 - $119.45 $249K - $387K
MGV
Vanguard Mega Cap Value

ETFs
Q1 2020 Filed on May 14, 2020
1,055
$56.94 - $88.16 $60.1K - $93K
WMT
Walmart Inc.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
2,793
$104.05 - $122.58 $291K - $342K
NEE
Nextera Energy Inc

Utilities
Q1 2020 Filed on May 14, 2020
1,590
$45.42 - $70.56 $72.2K - $112K
WM
Waste Management Inc

Industrials
Q1 2020 Filed on May 14, 2020
3,136
$87.87 - $126.22 $276K - $396K
VTV
Vanguard Value ETF

ETFs
Q1 2020 Filed on May 14, 2020
48,373
$76.76 - $121.42 $3.71M - $5.87M
VUG
Vanguard Growth ETF

ETFs
Q1 2020 Filed on May 14, 2020
6,164
$137.53 - $201.6 $848K - $1.24M
Pennsylvania Rl Estate Invt
Q1 2020 Filed on May 14, 2020
49,559
N/A
Entercom Communications Corp
Q1 2020 Filed on May 14, 2020
266,182
N/A
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
8,491
$21.34 - $49.21 $181K - $418K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2020 Filed on May 14, 2020
2,840
$102.45 - $157.44 $291K - $447K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q1 2020 Filed on May 14, 2020
566
$9.32 - $40.18 $5.28K - $22.7K
Senior Hsg Pptys Tr
Q1 2020 Filed on May 14, 2020
10,400
N/A
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2020 Filed on May 14, 2020
695
$49.67 - $76.42 $34.5K - $53.1K
Aevi Genomic Medicine Inc
Q1 2020 Filed on May 14, 2020
10,000
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2020 Filed on May 14, 2020
5,727
$186.13 - $295.72 $1.07M - $1.69M
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
4,016
$56.33 - $93.75 $226K - $377K
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