TFA
INTA icon

Toth Financial Advisory’s Intapp INTA Stock Holding History

Toth Financial 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
2026
Q2 		– Sell
-200
Closed -$5.14K – 940
2026
Q1 		$5.14K Hold
200
– – ﹤0.01% 637
2025
Q4 		$9.16K Buy
+200
New +$8.3K ﹤0.01% 562
2025
Q3 		– Sell
-15
Closed -$775 – 798
2025
Q2 		$775 Hold
15
– – ﹤0.01% 702
2025
Q1 		$876 Hold
15
– – ﹤0.01% 669
2024
Q4 		$962 Hold
15
– – ﹤0.01% 661
2024
Q3 		$718 Hold
15
– – ﹤0.01% 684
2024
Q2 		$551 Hold
15
– – ﹤0.01% 720
2024
Q1 		$515 Hold
15
– – ﹤0.01% 699
2023
Q4 		$571 Hold
15
– – ﹤0.01% 703
2023
Q3 		$503 Hold
15
– – ﹤0.01% 728
2023
Q2 		$629 Buy
+15
New +$647 ﹤0.01% 737

Other funds holding INTA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return