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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 301 | $243,786 | 2,368 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| INNOVATOR ETFS TR | US SML CP PWR B | 302 | $243,446 | 9,480 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SPDR GOLD TR | GOLD SHS | 303 | $242,087 | 1,412 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ABBVIE INC | COM | 304 | $239,853 | 1,609 | 0.00 | 0.00 | 11 | 0.69 | 09-30-2023 |
