Creative Planning
INTA icon

Creative Planning’s Intapp INTA Stock Holding History

Creative Planning’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 		$495K Sell
9,580
-4,438
-32% -$229K ﹤0.01% 2476
2025
Q1 		$818K Buy
14,018
+9,112
+186% +$532K ﹤0.01% 1875
2024
Q4 		$314K Buy
+4,906
New +$314K ﹤0.01% 2617