Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRUDENT MAN ADVISORS LLC | 08-13-2024 | 06-30-2024 | 173 | 282,856,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $1,246,718 | 2,826 | 0.00 | 0.00 | 119 | 4.40 | 06-30-2024 |
| WELLS FARGO CO NEW | COM | 52 | $1,245,586 | 20,973 | 0.00 | 0.00 | 718 | 3.54 | 06-30-2024 |
| VISA INC | COM CL A | 53 | $1,211,037 | 4,614 | 0.00 | 0.00 | 196 | 4.44 | 06-30-2024 |
| SPDR SER TR | BLOOMBERG HIGH Y | 54 | $1,191,290 | 12,637 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
