Corient Private Wealth
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Corient Private Wealth’s Intapp INTA Stock Holding History

Corient Private Wealth’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 		$661K Sell
12,910
-11,698
-48% -$599K ﹤0.01% 1642
2025
Q1 		$1.44M Sell
24,608
-5,898
-19% -$344K ﹤0.01% 1111
2024
Q4 		$1.96M Sell
30,506
-5,196
-15% -$333K ﹤0.01% 1014
2024
Q3 		$1.71M Buy
+35,702
New +$1.71M ﹤0.01% 1144