Creative Planning
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Creative Planning’s Inter&Co INTR Stock Holding History

Creative Planning’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$325K Buy
43,704
+4,312
+11% +$32K ﹤0.01% 2825
2025
Q1 		$216K Sell
39,392
-575
-1% -$3.15K ﹤0.01% 2992
2024
Q4 		$169K Buy
+39,967
New +$169K ﹤0.01% 3013