Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LENOX WEALTH ADVISORS LLC | 04-14-2022 | 03-31-2022 | 793 | 797,791,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK ENHCD CAPITL A | COM | 101 | $238,000 | 11,550 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |
| ABBVIE INC | COM | 102 | $235,000 | 1,344 | 0.03 | 0.02 | 68 | 5.33 | 03-31-2022 |
| ISHARES GOLD ETF | COM | 103 | $233,000 | 6,306 | 0.03 | 0.03 | -128 | -1.99 | 03-31-2022 |
| UNITED BANKSHRS INC | COM | 104 | $232,000 | 6,898 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |
