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 |
|---|---|---|---|---|---|---|---|---|---|
| AMER ELECTRIC PWR CO | COM | 401 | $24,000 | 237 | 0.00 | 0.00 | 3 | 1.28 | 03-31-2022 |
| WISDOMTREE INTERNATIONAL EQY ETF | COM | 402 | $23,000 | 444 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS | COM | 403 | $23,000 | 209 | 0.00 | 0.00 | 16 | 8.29 | 03-31-2022 |
| SALESFORCE INC | COM | 404 | $23,000 | 119 | 0.00 | 0.01 | -236 | -66.48 | 03-31-2022 |
