PRW Wealth Management LLC

Q2 2022 13F Detailed Holdings

Location
Quincy, MA
Holdings as of
6/30/2022
Value ($000)
$170,226
Num holdings
96
Date filed
7/26/2022
Form type
13F-HR
Prev filing
4/27/2022
Next filing
10/26/2022
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 PARAMETRIC 028-04558
2 GW&K 028-11395
3 EATON VANCE MANAGEMENT 028-04139
4 GREEN HARVEST ASSET MANAGEMENT 028-20883
5 HARBOURVEST 028-14156