PRW Wealth Management LLC

Q1 2019 13F Detailed Holdings

Location
Quincy, MA
Holdings as of
3/31/2019
Value ($000)
$107,562
Num holdings
803
Date filed
5/15/2019
Form type
13F-HR
Prev filing
2/14/2019
Next filing
8/12/2019
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Dana
2 Dimeo Schneider
3 Essex
4 Parametric