Skip to main content

Lenox Wealth Advisors, LLC

SEC CIK
0001569292
Latest filing
Apr 14, 2022

NNY holding history

Nuveen New York Municipal Value Fund in every 13F filed by Lenox Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NNY overviewAll 13F holders of NNYFull Q1 2022 holdings

Shares (Q1 2022)
31,000
Value
$283.0K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2021
Holdings of NNY by Lenox Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202231,000$283.0K<0.1%00.0%UnchangedHolders
Q4 202131,000$306.0K<0.1%00.0%UnchangedHolders
Q3 202131,000$311.0K<0.1%00.0%UnchangedHolders
Q2 202131,000$312.0K<0.1%+31,000NewHolders