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| Name: |
PRW Wealth Management LLC |
| City: |
QUINCY |
| State: |
MA |
| Zip: |
02169 |
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data |
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| Holdings
Found :
5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BILZ |
Pimco Ultra Short Governmen... |
13 |
New |
$100.78 |
$6,349,000 |
62,976 |
2.42% |
6,349,000 |
62,976 |
0.7 |
N/A |
|
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VO |
Vanguard Mid Cap VIPERS |
90 |
New |
$243.28 |
$235,000 |
1,197 |
0.09% |
235,000 |
1,197 |
0.001 |
Closed - End Fund - E... |
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IXUS |
Ishares Core Msci Total Int... |
91 |
New |
$69.64 |
$232,000 |
4,010 |
0.09% |
232,000 |
4,010 |
0 |
N/A |
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VDE |
Vanguard Energy VIPERS |
95 |
New |
$126.27 |
$224,000 |
1,878 |
0.09% |
224,000 |
1,878 |
0.003 |
Closed - End Fund - E... |
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IYC |
iShares Dow Jones US Consum... |
98 |
New |
$80.32 |
$213,000 |
3,327 |
0.08% |
213,000 |
3,327 |
0.008 |
Closed - End Fund - E... |
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