Number of Shares
438,219.00
Current Holdings Value*
$42.35 Mil
% of Portfolio
5.33%
Total Estimate Gain
$14.31 Mil
% of Total Estimate Gain
43.21%

Lenox Wealth Advisors, LLC's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2022-03-31, Lenox Wealth Advisors, LLC held 438,219.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $42.35 Mil. This investment constitutes 5.33% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 0.4% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2020Q1. And since then Lenox Wealth Advisors, LLC has made 6 purchases of NOBL, at an average price of $72.15, for a total of 459,050.00 shares. In addition, there have been 3 sales at an average price of $80.54 for 20,831.00 shares. Based on historical transaction data and NOBL's current price of $104.41, Lenox Wealth Advisors, LLC's estimated gain on his NOBL holdings is $14.31 Mil, reflecting a 43.21% gain to date.

Lenox Wealth Advisors, LLC NOBL ($104.41) Holding Chart

Lenox Wealth Advisors, LLC NOBL ($104.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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