Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRW WEALTH MANAGEMENT LLC | 11-01-2023 | 09-30-2023 | 106 | 262,301,122 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 251 | $459,625 | 4,341 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AMGEN INC | COM | 252 | $447,423 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 253 | $444,275 | 2,943 | 0.00 | 2,943 | +Inf | 09-30-2023 | |
| SELECT SECTOR SPDR TR | INDL | 254 | $423,172 | 4,334 | 0.00 | 4,334 | +Inf | 09-30-2023 |
