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 |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 251 | $59,000 | 144 | 0.01 | 0.00 | 76 | 111.76 | 03-31-2022 |
| ISHARES ESG AWARE MSCI USA ETF IV | COM | 252 | $59,000 | 585 | 0.01 | 585 | +Inf | 03-31-2022 | |
| ISHARES TIPS BOND ETF | COM | 253 | $59,000 | 488 | 0.01 | 0.00 | 330 | 208.86 | 03-31-2022 |
| LVMH MOET HENNESSY LOU F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS | COM | 254 | $58,000 | 423 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
