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 |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $3,537,916 | 26,659 | 0.00 | 0.00 | 3,599 | 15.61 | 09-30-2023 |
| TEXAS PACIFIC LAND CORPORATI | COM | 52 | $3,380,739 | 1,841 | 0.00 | 0.00 | 299 | 19.39 | 09-30-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $3,100,492 | 24,656 | 0.00 | 24,656 | +Inf | 09-30-2023 | |
| MICROSOFT CORP | COM | 54 | $2,674,868 | 7,930 | 0.00 | 0.00 | -25 | -0.31 | 09-30-2023 |
