Cypress Wealth Services, LLC
Q4 2024 13F Holdings
Location
Palm Desert, CA
Holdings as of
12/31/2024
Value ($000)
$497,966
Num holdings
280
Date filed
1/14/2025
Form type
13F-HR
Prev filing
10/8/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
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2020 Q1 - RESTATEMENT
2019 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type