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 |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINL | COM | 451 | $18,000 | 168 | 0.00 | 0.00 | 18 | 12.00 | 03-31-2022 |
| PROGRESSIVE CO OHIO | COM | 452 | $18,000 | 154 | 0.00 | 0.00 | 2 | 1.32 | 03-31-2022 |
| ISHARES MSCI ACWI EX US ETF IV | COM | 453 | $18,000 | 348 | 0.00 | 0.01 | -1,537 | -81.54 | 03-31-2022 |
| GRAYSCALE ETHEREUM TR ET | COM | 454 | $18,000 | 720 | 0.00 | 720 | +Inf | 03-31-2022 |
