Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS WEALTH SERVICES LLC | 10-13-2023 | 09-30-2023 | 240 | 360,747,731 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 101 | $808,016 | 9,969 | 0.00 | 0.00 | 266 | 2.74 | 09-30-2023 |
| PFIZER INC | COM | 102 | $795,354 | 23,978 | 0.00 | 0.00 | 5,558 | 30.17 | 09-30-2023 |
| INNOVATOR ETFS TR | EMRGNG MKT JAN | 103 | $771,876 | 28,190 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| INDEPENDENCE RLTY TR INC | COM | 104 | $770,544 | 54,765 | 0.00 | 0.00 | -245 | -0.45 | 09-30-2023 |
