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 |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC NEW | CL A | 51 | $1,686,821 | 8,582 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | EUROPE ETF | 52 | $1,661,052 | 34,801 | 0.00 | 0.00 | 1,719 | 5.20 | 09-30-2023 |
| EXXON MOBIL CORP | COM | 53 | $1,650,676 | 14,039 | 0.00 | 0.00 | 1,025 | 7.88 | 09-30-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 54 | $1,589,530 | 8,123 | 0.00 | 0.00 | -1,360 | -14.34 | 09-30-2023 |
