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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | COM | 351 | $31,000 | 193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| SIXTH STREET SPECIALTY L | COM | 352 | $31,000 | 1,335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| REPUBLIC SERVICES | COM | 353 | $31,000 | 229 | 0.00 | 0.00 | 29 | 14.50 | 03-31-2022 |
| INVS BLDRS EMERGING MARKT 50 ADR ETF | COM | 354 | $31,000 | 709 | 0.00 | 709 | +Inf | 03-31-2022 |
