Rivertree-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "SPY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ET",
  null,
  null,
  null,
  "BRK-B"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 55
Total Value: 149412059
Accession Number: 0001085146-25-002180
Form Type: 13F-HR
CIK: rivertree-advisors
Manager Name: Rivertree-Advisors

Data Enrichment

9% identified

5 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $149.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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46429B655

Shares:40.3K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.4M)

33738D820

Shares:101.6K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$149.4M)

33738D408

Shares:48.7K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$149.4M)

33738R704

Shares:28.6K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$149.4M)

78433H303

Shares:37.9K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$149.4M)

33738R308

Shares:71.3K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$149.4M)

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:188.7K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$149.4M)

33740U885

Shares:33.4K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$149.4M)

33740F599

Shares:31.9K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.4M)

38747R306

Shares:102.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.4M)

37954Y483

Shares:75.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.4M)

33739P103

Shares:19.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.4M)

33738R407

Shares:66.1K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.4M)

78433H675

Shares:25.9K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.4M)

97717W505

Shares:21.5K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.4M)

45783Y855

Shares:31.9K

Value:$1000.0K

% of Portfolio:0.7% ($1000.0K/$149.4M)

33733E856

Shares:47.5K

Value:$996.7K

% of Portfolio:0.7% ($996.7K/$149.4M)

33739E108

Shares:56.0K

Value:$984.7K

% of Portfolio:0.7% ($984.7K/$149.4M)

88636J451

Shares:55.2K

Value:$977.0K

% of Portfolio:0.7% ($977.0K/$149.4M)

33740F581

Shares:34.4K

Value:$972.1K

% of Portfolio:0.7% ($972.1K/$149.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B655)✕	40.3K	QoQ NEW(+40.3K) YoY +4.94% (+1.9K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.4M)	QoQ NEW(+$2.1M) YoY +4.92% (+$96.6K)
(cusip33738D820)✕	101.6K	QoQ NEW(+101.6K) YoY NEW(+101.6K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$149.4M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip33738D408)✕	48.7K	QoQ +3.23% (+1.5K) YoY NEW(+48.7K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$149.4M)	QoQ +2.51% (+$49.0K) YoY NEW(+$2.0M)
(cusip33738R704)✕	28.6K	QoQ -3.70% (-1.1K) YoY -44.42% (-22.9K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$149.4M)	QoQ -14.74% (-$337.6K) YoY -43.70% (-$1.5M)
(cusip78433H303)✕	37.9K	QoQ NEW(+37.9K) YoY NEW(+37.9K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$149.4M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip33738R308)✕	71.3K	QoQ -0.17% (-124) YoY -51.04% (-74.3K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$149.4M)	QoQ -6.22% (-$103.4K) YoY -52.37% (-$1.7M)
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	188.7K	QoQ NEW(+188.7K) YoY NEW(+188.7K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$149.4M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip33740U885)✕	33.4K	QoQ -15.55% (-6.2K) YoY -68.14% (-71.5K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$149.4M)	QoQ -16.36% (-$267.6K) YoY -64.25% (-$2.5M)
(cusip33740F599)✕	31.9K	QoQ -15.11% (-5.7K) YoY -67.41% (-65.9K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.4M)	QoQ -17.21% (-$279.6K) YoY -64.96% (-$2.5M)
(cusip38747R306)✕	102.8K	QoQ NEW(+102.8K) YoY NEW(+102.8K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.4M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip37954Y483)✕	75.0K	QoQ NEW(+75.0K) YoY NEW(+75.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.4M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip33739P103)✕	19.4K	QoQ -4.08% (-829) YoY -78.00% (-69.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.4M)	QoQ -6.60% (-$88.2K) YoY -77.14% (-$4.2M)
(cusip33738R407)✕	66.1K	QoQ NEW(+66.1K) YoY NEW(+66.1K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.4M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip78433H675)✕	25.9K	QoQ NEW(+25.9K) YoY NEW(+25.9K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.4M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip97717W505)✕	21.5K	QoQ NEW(+21.5K) YoY NEW(+21.5K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.4M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip45783Y855)✕	31.9K	QoQ -1.66% (-539) YoY -50.75% (-32.8K)	All Managers (Combined)	$1000.0K	0.7% ($1000.0K/$149.4M)	QoQ -1.78% (-$18.2K) YoY -47.18% (-$893.5K)
(cusip33733E856)✕	47.5K	QoQ -0.95% (-459) YoY NEW(+47.5K)	All Managers (Combined)	$996.7K	0.7% ($996.7K/$149.4M)	QoQ +10.00% (-$90.7K) YoY NEW(+$996.7K)
(cusip33739E108)✕	56.0K	QoQ +8.19% (+4.2K) YoY NEW(+56.0K)	All Managers (Combined)	$984.7K	0.7% ($984.7K/$149.4M)	QoQ +7.52% (+$68.9K) YoY NEW(+$984.7K)
(cusip88636J451)✕	55.2K	QoQ +341.94% (+42.7K) YoY NEW(+55.2K)	All Managers (Combined)	$977.0K	0.7% ($977.0K/$149.4M)	QoQ +346.99% (+$758.4K) YoY NEW(+$977.0K)
(cusip33740F581)✕	34.4K	QoQ -21.34% (-9.3K) YoY -75.95% (-108.5K)	All Managers (Combined)	$972.1K	0.7% ($972.1K/$149.4M)	QoQ -25.22% (-$327.9K) YoY -74.32% (-$2.8M)