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 |
|---|---|---|---|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | COM | 651 | $6,000 | 24 | 0.00 | 0.00 | -12 | -33.33 | 03-31-2022 |
| SPDR SHORT TERM CORPORATE BND ETF | COM | 652 | $6,000 | 204 | 0.00 | 204 | +Inf | 03-31-2022 | |
| HUMANA INC | COM | 653 | $6,000 | 14 | 0.00 | 0.00 | 4 | 40.00 | 03-31-2022 |
| FIRST TRUST NASDAQ CYBRSCRTY ETF | COM | 654 | $6,000 | 120 | 0.00 | 120 | +Inf | 03-31-2022 |
