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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHR ETF GSCI CMD DYN STR ETF | COM | 501 | $14,000 | 351 | 0.00 | 351 | +Inf | 03-31-2022 | |
| CITIGROUP INC | COM | 502 | $14,000 | 281 | 0.00 | 0.00 | 6 | 2.18 | 03-31-2022 |
| CDK GLOBAL INC | COM | 503 | $14,000 | 260 | 0.00 | 0.00 | -74 | -22.16 | 03-31-2022 |
| SHOPIFY INC F CLASS A | Class A Shares | 504 | $13,000 | 22 | 0.00 | 0.00 | 17 | 340.00 | 03-31-2022 |
