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 |
|---|---|---|---|---|---|---|---|---|---|
| DOLLAR GENERAL CORP | COM | 701 | $5,000 | 19 | 0.00 | 0.00 | 4 | 26.67 | 03-31-2022 |
| CHIPOTLE MEXICAN GRL | COM | 702 | $5,000 | 3 | 0.00 | 3 | +Inf | 03-31-2022 | |
| CATERPILLAR INC | COM | 703 | $5,000 | 25 | 0.00 | 0.00 | -10 | -28.57 | 03-31-2022 |
| BOSTON SCIENTIFIC CO | COM | 704 | $5,000 | 110 | 0.00 | 0.00 | 77 | 233.33 | 03-31-2022 |
