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Thrive Wealth Management, LLC → INTA

Thrive Wealth Management, LLC INTA Position History

Intapp, Inc. • Technology

Quarters held
2
Latest value
$347K
Q3 2026
Peak value
$347K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$243K
Q3 2026$347K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$347K9.6K——
Q2 2026$243K9.6K——

Other funds holding INTA

Other Thrive Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$195.8M
VGES

VANGUARD INDEX FDS

$189.4M
VGES

VANGUARD INDEX FDS

$184.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$183.8M
VGES

VANGUARD INDEX FDS

$169.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$160.6M
VGES

VANGUARD INDEX FDS

$158.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$154.9M