Steward Partners Investment Advisory’s Intapp INTA Stock Holding History

Steward Partners Investment Advisory’s Portfolio INTA Stock Details INTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$120K	Buy
2025 Q2	$129K	Hold
2025 Q1	$146K	Sell
2024 Q4	$190K	Buy
2024 Q3	$130K	Sell
2024 Q2	$108K	Buy
2024 Q1	$60K	Buy
2023 Q4	$52.3K	Hold
2023 Q3	$46.1K	Buy