Lenox Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Lenox Wealth Advisors’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$4K	Hold	19	–	–	﹤0.01%	588
2021 Q4	$4K	Buy	+19	New	+$4.03K	﹤0.01%	637

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Lenox Wealth Advisors's OEF Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares S&P 100 ETF (OEF) position steady in Q1 2022 at 19 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Lenox Wealth Advisors first reported a position in OEF in Q4 2021 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold OEF as of Q1 2022.

Lenox Wealth Advisors held 19 shares of iShares S&P 100 ETF worth $4K as of Q1 2022.
Lenox Wealth Advisors left its iShares S&P 100 ETF share count unchanged in Q1 2022.
iShares S&P 100 ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #588 holding.
Lenox Wealth Advisors first reported a position in iShares S&P 100 ETF in Q4 2021 and has held it in 2 quarters since.
504 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.