PRW Wealth Management LLC

Q1 2022 13F Detailed Holdings

Location
Quincy, MA
Holdings as of
3/31/2022
Value ($000)
$225,409
Num holdings
115
Date filed
4/27/2022
Form type
13F-HR
Prev filing
1/25/2022
Next filing
7/26/2022
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 Eaton Vance 028-04139
2 Essex 028-11395
3 Green Harvest 028-20883
4 Harbourvest 028-14156
5 Parametric 028-04558