Kestra Private Wealth Services’s Intapp INTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
6,430
+2,053
+47% +$106K ﹤0.01% 1225
2025
Q1
$256K Buy
+4,377
New +$256K ﹤0.01% 1273