River Tree Advisors, LLC Pacer Fds Tr Benchmark Indl Transaction History

River Tree Advisors, LLC

$137 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$39.06 - $52.27 $137,061 - $183,415	-3,509 Reduced 6.3%	52,147 $2.13 Million
Q1 2022 Apr 25, 2022	BUY	$46.65 - $54.92 $679,224 - $799,635	14,560 Added 35.43%	55,656 $2.83 Million
Q4 2021 Jan 18, 2022	SELL	$44.35 - $56.04 $14,724 - $18,605	-332 Reduced 0.8%	41,096 $2.3 Million
Q3 2021 Oct 28, 2021	SELL	$43.16 - $48.34 $359,652 - $402,817	-8,333 Reduced 16.75%	41,428 $1.82 Million
Q2 2021 Aug 10, 2021	SELL	$39.62 - $44.78 $8,201 - $9,269	-207 Reduced 0.41%	49,761 $2.15 Million
Q1 2021 Aug 10, 2021	BUY	$35.24 - $39.32 $9,937 - $11,088	282 Added 0.57%	49,968 $1.94 Million
Q4 2020 Aug 10, 2021	BUY	$33.47 - $37.25 $1.66 Million - $1.85 Million	49,686 New	49,686 $1.83 Million

Others Institutions Holding INDS

# of Institutions

69

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

381K
Shares

$16.2 Million
0.02% of portfolio
Alaska Permanent Capital Management

292K
Shares

$12.4 Million
0.94% of portfolio
Northwestern Mutual Wealth Management CO

246K
Shares

$10.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

204K
Shares

$8.66 Million
0.0% of portfolio
Morgan Stanley New York, NY

194K
Shares

$8.25 Million
0.0% of portfolio

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