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 US MEDICAL DEVICES ETF | COM | 901 | $2,000 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| ISHARES BRD USD INV GRD CORP BD ETF | COM | 902 | $2,000 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| ISHARES BIOTECHNOLOGY ETF | COM | 903 | $2,000 | 12 | 0.00 | 0.00 | -35 | -74.47 | 03-31-2022 |
| ISHARES MSCI CANADA ETF | COM | 904 | $2,000 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
