PRW Wealth Management LLC

Q3 2023 13F Holdings

Location
Quincy, MA
Holdings as of
9/30/2023
Value ($000)
$262,301
Num holdings
106
Date filed
11/1/2023
Form type
13F-HR
Prev filing
8/1/2023
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type