Integrated Wealth Concepts LLC reduced its position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 4.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,066,448 shares of the company’s stock after selling 46,336 shares during the period. iShares U.S. […]

Elevation Point Wealth Partners LLC bought a new position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 20,344 shares of the company’s stock, valued at approximately $1,162,000. A number of other large investors […]

Elevation Point Wealth Partners LLC purchased a new stake in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 19,858 shares of the company’s stock, valued at approximately $1,245,000. A […]