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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES IBOXX INVT GRADE BOND ETF | COM | 551 | $11,000 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| HEWLETT PACKARD ENTERPRI | COM | 552 | $11,000 | 664 | 0.00 | 0.00 | -98 | -12.86 | 03-31-2022 |
| ECOLAB INC | COM | 553 | $11,000 | 59 | 0.00 | 0.00 | 4 | 7.27 | 03-31-2022 |
| DUPONT DE NEMOURS INC | COM | 554 | $11,000 | 160 | 0.00 | 0.00 | -5 | -3.03 | 03-31-2022 |
