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Concord Wealth Partners’s Intapp INTA Stock Holding History

Concord Wealth Partners’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.14K Hold
22
– – ﹤0.01% 751
2025
Q1 		$1.28K Hold
22
– – ﹤0.01% 714
2024
Q4 		$1.41K Hold
22
– – ﹤0.01% 751
2024
Q3 		$1.05K Buy
+22
New +$1.05K ﹤0.01% 829