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stock shares owned by Lenox Wealth Management

Quarter-by-quarter ownership of stock shares owned by Lenox Wealth Management from 13F filings

Historical chart of Lenox Wealth Management investment in stock

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All positions including stock held by Lenox Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in stock by Lenox Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $69k 351 196.58
2020-03-31 $42k 340 123.53
2019-12-31 $42k 282 148.94
2019-09-30 $31k 265 116.98

More positions owned by Lenox Wealth Management

Procter & Gamble Common Stock (PG)
Berkshire Hathaway Inc B Common Stock (BRK.B)
Ishares Tr Sh Tr Crport Etf Exchange Traded Fund (IGSB)
iShares iBoxx $ High Yield Corporate Bd Exchange Traded Fund (HYG)
iShares Floating Rate Bond ETF Exchange Traded Fund (FLOT)
iShares MBS Exchange Traded Fund (MBB)
Sap Se Common Stock (SAP)
Novo Nordisk A/S Common Stock (NVO)
Lonza Group Common Stock (LZAGY)
Accenture PLC A Common Stock (ACN)
Taiwan Semiconductor Manufacturing Common Stock (TSM)
Sysmex Corp Common Stock (SSMXY)
AIA Group Common Stock (AAGIY)
Grifols SA Common Stock (GRFS)
Dassault Systemes SA Common Stock (DASTY)

View all positions for Lenox Wealth Management

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