Invenio Wealth Partners LLC bought a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 131,370 shares of the company’s stock, valued at approximately $8,090,000. iShares […]

WealthPLAN Partners LLC acquired a new stake in shares of JPMorgan U.S. Research Enhanced Large Cap ETF (NYSEARCA:JUSA – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The fund acquired 85,180 shares of the company’s stock, valued at approximately $5,834,000. JPMorgan U.S. Research Enhanced Large Cap ETF comprises approximately 1.1% of WealthPLAN Partners LLC’s portfolio, […]