Premier shares owned by Creative Planning
Historical chart of Creative Planning investment in Premier
Tip: Access up to 7 years of quarterly data
All positions including Premier held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Premier by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 140k | 27.80 |
| 2025-06-30 | $1.3M | 58k | 21.93 |
| 2025-03-31 | $797k | 41k | 19.28 |
| 2024-12-31 | $1.7M | 81k | 21.20 |
| 2024-09-30 | $1.2M | 58k | 20.00 |
| 2024-06-30 | $952k | 51k | 18.67 |
| 2024-03-31 | $869k | 39k | 22.10 |
| 2023-12-31 | $755k | 34k | 22.36 |
| 2023-09-30 | $247k | 12k | 21.50 |
| 2018-09-30 | $234k | 5.1k | 45.75 |
| 2017-06-30 | $14k | 375 | 37.33 |
| 2017-03-31 | $12k | 375 | 32.00 |
| 2016-12-31 | $11k | 375 | 29.33 |
| 2016-09-30 | $13k | 402 | 32.34 |
| 2016-06-30 | $6.0k | 177 | 33.90 |
| 2016-03-31 | $4.0k | 122 | 32.79 |
| 2015-12-31 | $1.0k | 27 | 37.04 |
| 2015-09-30 | $1.0k | 27 | 37.04 |
| 2015-03-31 | $1.0k | 27 | 37.04 |
| 2014-12-31 | $1.0k | 27 | 37.04 |
| 2014-09-30 | $1.0k | 27 | 37.04 |