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 |
|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | COM | 851 | $2,000 | 22 | 0.00 | 0.00 | -43 | -66.15 | 03-31-2022 |
| SPLUNK INC | COM | 852 | $2,000 | 12 | 0.00 | 0.00 | -6 | -33.33 | 03-31-2022 |
| SPIRIT AEROSYSTEMS | COM | 853 | $2,000 | 45 | 0.00 | 0.00 | 7 | 18.42 | 03-31-2022 |
| SIMON PPTY GROUP REIT | COM | 854 | $2,000 | 15 | 0.00 | 0.00 | -1 | -6.25 | 03-31-2022 |
