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 |
|---|---|---|---|---|---|---|---|---|---|
| ENERGY SELECT SECTOR SPDR ETF | COM | 301 | $40,000 | 500 | 0.01 | 0.00 | -217 | -30.26 | 03-31-2022 |
| SPDR S&P INTERNATIONAL DIVIDEND ETF | COM | 302 | $40,000 | 1,010 | 0.01 | 0.00 | 1 | 0.10 | 03-31-2022 |
| JPMORGAN ULTRA SHORT INCOME ETF | COM | 303 | $40,000 | 795 | 0.01 | 795 | +Inf | 03-31-2022 | |
| GAMING & LEISURE PPT REIT | COM | 304 | $40,000 | 865 | 0.01 | 0.00 | 0 | 0.00 | 03-31-2022 |
