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 |
|---|---|---|---|---|---|---|---|---|---|
| JONES LANG LASALLE | COM | 51 | $908,000 | 4,124 | 0.11 | 0.09 | 1,337 | 47.97 | 03-31-2022 |
| MSCI EAFE Hedged Equity | COM | 52 | $867,000 | 23,000 | 0.11 | 1.07 | 0 | 0.00 | 03-31-2022 |
| CHARTER COMMUNICATN CLASS A | COM | 53 | $854,000 | 1,531 | 0.11 | 0.12 | -5 | -0.33 | 03-31-2022 |
| EXXON MOBIL CORP | COM | 54 | $815,000 | 9,380 | 0.10 | 0.07 | 73 | 0.78 | 03-31-2022 |
