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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 351 | $284,343 | 338 | 0.00 | 0.00 | -11 | -3.15 | 09-30-2023 |
| PROGRESSIVE CORP | COM | 352 | $283,377 | 1,826 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | CORE S&P US GWT | 353 | $278,486 | 3,029 | 0.00 | 3,029 | +Inf | 09-30-2023 | |
| KKR & CO INC | COM | 354 | $276,401 | 5,020 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
