Mycio Wealth Partners, LLC Closed Holding Positions

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2020 Filed on May 14, 2020
5,990
$28.13 - $58.41 $168K - $350K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2020 Filed on May 14, 2020
9,626
$37.1 - $59.09 $357K - $569K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
10,000
$16.46 - $30.6 $165K - $306K
Zayo Group Hldgs Inc
Q1 2020 Filed on May 14, 2020
27,668
N/A
SPYG
Spdr Portfolio

ETFs
Q1 2020 Filed on May 14, 2020
26,723
$31.23 - $45.63 $835K - $1.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2020 Filed on May 14, 2020
11,703
$220.85 - $384.02 $2.58M - $4.49M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
1,461
$138.98 - $263.68 $203K - $385K
XLF
Financial Sector Spdr

ETFs
Q1 2020 Filed on May 14, 2020
36,385
$17.66 - $31.17 $643K - $1.13M
FNB
Fnb Corp

Financial Services
Q1 2020 Filed on May 14, 2020
204,374
$5.6 - $12.76 $1.14M - $2.61M
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2020 Filed on May 14, 2020
11,023
N/A
HEI
Heico Corp

Industrials
Q1 2020 Filed on May 14, 2020
3,588
$61.66 - $129.76 $221K - $466K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 14, 2020
1,071
$42.59 - $59.58 $45.6K - $63.8K
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2020 Filed on May 14, 2020
9,535
$128.35 - $198.13 $1.22M - $1.89M
MAIN
Main Street Capital Corp

Financial Services
Q1 2020 Filed on May 14, 2020
11,500
$15.74 - $45.0 $181K - $518K
OKE
Oneok Inc

Energy
Q1 2020 Filed on May 14, 2020
14,311
$15.37 - $77.52 $220K - $1.11M
WWD
Woodward, Inc.

Industrials
Q1 2020 Filed on May 14, 2020
20,032
$50.24 - $127.84 $1.01M - $2.56M
WSFS
Wsfs Financial Corp

Financial Services
Q1 2020 Filed on May 14, 2020
8,319
$19.49 - $44.0 $162K - $366K
IYJ
Ishares Tr

ETFs
Q1 2020 Filed on May 14, 2020
425
$52.08 - $87.1 $22.1K - $37K
TEL
Te Connectivity Ltd.

Technology
Q1 2020 Filed on May 14, 2020
5,399
$53.08 - $100.37 $287K - $542K
GLD
Spdr Gold Trust

ETFs
Q1 2020 Filed on May 14, 2020
8,089
$138.04 - $157.81 $1.12M - $1.28M
KBA
Kraneshares Bosera Msci China

ETFs
Q4 2019 Filed on Feb 13, 2020
625
$29.68 - $32.62 $18.6K - $20.4K
FWONA
Liberty Media Corp

Communication Services
Q4 2019 Filed on Feb 13, 2020
50
$37.83 - $43.96 $1.89K - $2.2K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2019 Filed on Feb 13, 2020
1,540
$41.03 - $49.53 $63.2K - $76.3K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2019 Filed on Feb 13, 2020
1,487
$129.36 - $141.66 $192K - $211K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
306
$57.94 - $66.35 $17.7K - $20.3K
SHV
Ishares Tr

ETFs
Q4 2019 Filed on Feb 13, 2020
195
$110.39 - $110.72 $21.5K - $21.6K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q4 2019 Filed on Feb 13, 2020
975
$19.88 - $23.92 $19.4K - $23.3K
LSXMK
Liberty Media Corp

Communication Services
Q4 2019 Filed on Feb 13, 2020
5,000
$40.75 - $47.72 $204K - $239K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 13, 2020
3,000
$73.6 - $146.42 $221K - $439K
LII
Lennox International Inc

Industrials
Q4 2019 Filed on Feb 13, 2020
887
$230.6 - $262.83 $205K - $233K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2019 Filed on Feb 13, 2020
1,443
$128.93 - $145.55 $186K - $210K
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
16,842
N/A
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
18,000
$12.83 - $19.4 $231K - $349K
Dnb Finl Corp
Q4 2019 Filed on Feb 13, 2020
7,500
N/A
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q4 2019 Filed on Feb 13, 2020
16,372
$9.57 - $10.02 $157K - $164K
Applied Dna Sciences Inc
Q4 2019 Filed on Feb 13, 2020
25,000
N/A
Direxion Shs ETF Tr
Q4 2019 Filed on Feb 13, 2020
37,767
N/A
KBE
Spdr S&P Bank ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
2,000
$41.05 - $48.02 $82.1K - $96K
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
434
$65.9 - $71.89 $28.6K - $31.2K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2019 Filed on Feb 13, 2020
2,500
$23.32 - $27.05 $58.3K - $67.6K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2019 Filed on Feb 13, 2020
1,181
$98.2 - $100.09 $116K - $118K
NDSN
Nordson Corp

Industrials
Q4 2019 Filed on Feb 13, 2020
15,179
$136.97 - $167.66 $2.08M - $2.54M
FWONK
Liberty Media Corp

Communication Services
Q4 2019 Filed on Feb 13, 2020
50
$39.83 - $46.17 $1.99K - $2.31K
Beyond Meat Inc
Q4 2019 Filed on Feb 13, 2020
500
N/A
Versum Matls Inc
Q4 2019 Filed on Feb 13, 2020
50,729
N/A
Royal Dutch Shell PLC
Q4 2019 Filed on Feb 13, 2020
649
N/A
PSEC
Prospect Capital Corp

Financial Services
Q4 2019 Filed on Feb 13, 2020
10,229
$6.37 - $6.7 $65.2K - $68.5K
Ishares Tr
Q4 2019 Filed on Feb 13, 2020
1,000
N/A
Medidata Solutions Inc
Q4 2019 Filed on Feb 13, 2020
17,139
N/A
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