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 |
|---|---|---|---|---|---|---|---|---|---|
| SONIC HEALTHCARE LTD F SPONSORED ADR 1 ADR REPS ORD SHS | COM | 1001 | $1,000 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| REALTY INCOME CORP DISCO REIT | COM | 1002 | $1,000 | 7 | 0.00 | 0.00 | -15 | -68.18 | 03-31-2022 |
| REALNETWORKS INC | COM | 1003 | $1,000 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| QUEST DIAGNOSTIC INC | COM | 1004 | $1,000 | 8 | 0.00 | 0.00 | -84 | -91.30 | 03-31-2022 |
