PRW Wealth Management LLC

Q3 2019 13F Detailed Holdings

Location
Quincy, MA
Holdings as of
9/30/2019
Value ($000)
$82,340
Num holdings
41
Date filed
11/4/2019
Form type
13F-HR
Prev filing
8/12/2019
Next filing
2/3/2020
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 Investments
2 Dimeo Schneider
3 Parametric