Cypress Wealth Services, LLC
Q3 2023 13F Holdings
Location
Palm Desert, CA
Holdings as of
9/30/2023
Value ($000)
$360,748
Num holdings
240
Date filed
10/13/2023
Form type
13F-HR
Prev filing
7/21/2023
Next filing
1/10/2024
SEC
View on sec.gov
Compare Q3 2023 to
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2020 Q1 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type