Intapp shares owned by Creative Planning
Historical chart of Creative Planning investment in Intapp
Tip: Access up to 7 years of quarterly data
All positions including Intapp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Intapp by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 11k | 40.90 |
| 2025-06-30 | $495k | 9.6k | 51.62 |
| 2025-03-31 | $818k | 14k | 58.38 |
| 2024-12-31 | $314k | 4.9k | 64.09 |