Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Intapp INTA Stock Holding History

Envestnet Portfolio Solutions’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 		$251K Buy
4,857
+583
+14% +$30.1K ﹤0.01% 1415
2025
Q1 		$250K Sell
4,274
-1,662
-28% -$97K ﹤0.01% 1383
2024
Q4 		$380K Buy
5,936
+1,272
+27% +$81.5K ﹤0.01% 1370
2024
Q3 		$223K Buy
+4,664
New +$223K ﹤0.01% 1588