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 |
|---|---|---|---|---|---|---|---|---|---|
| ZIMVIE INC | COM | 1151 | $0 | 4 | 0.00 | 4 | +Inf | 03-31-2022 | |
| XCEL ENERGY INC | COM | 1152 | $0 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| WILLIAMS COS INC | COM | 1153 | $0 | 13 | 0.00 | 0.00 | -137 | -91.33 | 03-31-2022 |
| WABTEC | COM | 1154 | $0 | 2 | 0.00 | 0.00 | -32 | -94.12 | 03-31-2022 |
