PRW Wealth Management LLC

Q2 2021 13F Detailed Holdings

Location
Quincy, MA
Holdings as of
6/30/2021
Value ($000)
$340,309
Num holdings
257
Date filed
8/3/2021
Form type
13F-HR
Prev filing
5/10/2021
Next filing
11/4/2021
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 Parametric 028-04558
2 Green Harvest Asset Management LLC 028-20883
3 Essex 028-11395
4 HarbourVest Partners LLC 028-14156