Bernardo Wealth Planning LLC Intuit Inc Transaction History
Bernardo Wealth Planning LLC
- $507 Million
- Q3 2025
A detailed history of Bernardo Wealth Planning LLC transactions in Intuit Inc stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 729 shares of INTU stock, worth $470,919. This represents 0.1% of its overall portfolio holdings.
Number of Shares
729
Previous 742
1.75%
Holding current value
$470,919
Previous $584,000
14.9%
% of portfolio
0.1%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding INTU
# of Institutions
2,519Shares Held
233MCall Options Held
3.97MPut Options Held
4.57M-
Vanguard Group Inc Valley Forge, PA28.6MShares$18.5 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$15.8 Billion0.37% of portfolio
-
State Street Corp Boston, MA12.9MShares$8.32 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.6MShares$6.83 Billion0.48% of portfolio
-
Geode Capital Management, LLC Boston, MA6.53MShares$4.22 Billion0.29% of portfolio
About INTUIT INC
- Ticker INTU
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 281,870,016
- Market Cap $182B
- Description
- Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...