PRW Wealth Management LLC

Q2 2020 13F Detailed Holdings

Location
Quincy, MA
Holdings as of
6/30/2020
Value ($000)
$125,639
Num holdings
81
Date filed
8/6/2020
Form type
13F-HR
Prev filing
4/29/2020
Next filing
10/29/2020
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 Eaton Vance
3 Essex
4 Gardner Russo Gardner
5 Mittleman
6 Parametric
7 Toth Advisory