PRW Wealth Management LLC

Q3 2021 13F Detailed Holdings

Location
Quincy, MA
Holdings as of
9/30/2021
Value ($000)
$199,722
Num holdings
94
Date filed
11/4/2021
Form type
13F-HR
Prev filing
8/3/2021
Next filing
1/25/2022
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