Primerica shares owned by Creative Planning
Historical chart of Creative Planning investment in Primerica
Tip: Access up to 7 years of quarterly data
All positions including Primerica held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Primerica by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 8.6k | 277.59 |
| 2025-06-30 | $1.6M | 5.8k | 273.67 |
| 2025-03-31 | $1.7M | 6.0k | 284.53 |
| 2024-12-31 | $1.7M | 6.2k | 271.42 |
| 2024-09-30 | $1.6M | 6.1k | 265.15 |
| 2024-06-30 | $1.4M | 6.0k | 236.50 |
| 2024-03-31 | $1.5M | 5.9k | 252.96 |
| 2023-12-31 | $912k | 4.4k | 205.76 |
| 2023-09-30 | $844k | 4.3k | 194.01 |
| 2023-06-30 | $848k | 4.3k | 197.76 |
| 2023-03-31 | $439k | 2.5k | 172.26 |
| 2022-12-31 | $292k | 2.1k | 141.84 |
| 2022-09-30 | $221k | 1.8k | 123.33 |
| 2021-03-31 | $1.0M | 7.1k | 147.86 |
| 2019-09-30 | $231k | 1.8k | 127.41 |
| 2019-06-30 | $214k | 1.8k | 120.22 |
| 2019-03-31 | $221k | 1.8k | 122.10 |
| 2018-03-31 | $797k | 8.3k | 96.59 |
| 2017-06-30 | $53k | 703 | 75.39 |
| 2017-03-31 | $52k | 634 | 82.02 |
| 2016-12-31 | $192k | 2.8k | 69.21 |
| 2016-09-30 | $175k | 3.3k | 53.13 |
| 2016-06-30 | $48k | 845 | 56.80 |
| 2016-03-31 | $31k | 701 | 44.22 |
| 2015-12-31 | $33k | 701 | 47.08 |
| 2015-09-30 | $32k | 701 | 45.65 |
| 2015-03-31 | $31k | 600 | 51.67 |
| 2014-12-31 | $26k | 470 | 55.32 |
| 2014-09-30 | $29k | 600 | 48.33 |