Institutions / Mycio Wealth Partners, LLC / Activity
Activity — Mycio Wealth Partners, LLC
29 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-10.48M | -32K -3.27% | 950,425 61.74% of portfolio | medium |
| Q1 2026 as of | New | 46138K103 Common stock | $9.47M | +89K | 88,759 1.89% of portfolio | medium |
| Q1 2026 as of | Add | KKR & Co. Inc. Common stock | $5.19M | +56K +202.83% | 83,733 1.54% of portfolio | medium |
| Q1 2026 as of | Add | 921943858 Common stock | $870.5K | +14K +9.32% | 159,281 2.03% of portfolio | low |
| Q1 2026 as of | Add | 74348A467 Common stock | $728.8K | +7K +7.99% | 92,899 1.96% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $627.4K | +7K +2.92% | 244,550 4.41% of portfolio | low |
| Q1 2026 as of | Add | 92206C599 Common stock | $502.6K | +2K +553.16% | 2,064 0.12% of portfolio | low |
| Q1 2026 as of | Add | 464287499 Common stock | $344.3K | +4K +7.67% | 49,729 0.96% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $202.7K | +632 +173.15% | 997 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $107.8K | +165 +0.53% | 31,077 4.05% of portfolio | low |
| Q1 2026 as of | Add | Broadstone Net Lease, Inc. Common stock | $105.4K | +6K +2.01% | 292,374 1.06% of portfolio | low |
| Q1 2026 as of | Add | 921937835 Common stock | $102.9K | +1K +25.17% | 6,947 0.10% of portfolio | low |
| Q1 2026 as of | Add | 464287622 Common stock | $72.0K | +202 +8.50% | 2,579 0.18% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $34.5K | +53 +0.18% | 28,780 3.73% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $31.0K | +144 +0.31% | 47,328 2.03% of portfolio | low |
| Q1 2026 as of | Add | 78464A763 Common stock | $25.4K | +174 +0.57% | 30,480 0.89% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $19.9K | +114 +4.08% | 2,908 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-15.0K | -52 -1.35% | 3,802 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-10.3K | -36 -0.96% | 3,699 0.21% of portfolio | low |
| Q1 2026 as of | Add | 464287655 Common stock | $9.9K | +40 +0.28% | 14,401 0.71% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $7.1K | +27 +0.19% | 14,217 0.74% of portfolio | low |
| Q1 2026 as of | Add | 464287614 Common stock | $6.4K | +15 +0.08% | 17,973 1.53% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $4.4K | +12 +1.70% | 718 0.05% of portfolio | low |
| Q1 2026 as of | Add | V. F. Corporation Common stock | $3.9K | +229 +1.23% | 18,814 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464287473 Common stock | $2.8K | +19 +0.31% | 6,105 0.18% of portfolio | low |
| Q1 2026 as of | Add | 464287630 Common stock | $1.3K | +7 +0.29% | 2,435 0.09% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $598 | +1 +0.17% | 598 0.07% of portfolio | low |
| Q1 2026 as of | Add | 922908595 Common stock | $302 | +1 +0.09% | 1,101 0.07% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $287 | +1 +0.14% | 719 0.04% of portfolio | low |