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Priority Technology Hldgs In shares owned by Creative Planning

Quarter-by-quarter ownership of Priority Technology Hldgs In (PRTH) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Priority Technology Hldgs In

Tip: Access up to 7 years of quarterly data

All positions including Priority Technology Hldgs In held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Priority Technology Hldgs In by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $176k 26k 6.87
2025-06-30 $134k 17k 7.78
2024-12-31 $28k 2.4k 11.75

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
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Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Priority Technology Hldgs In

BlackRock
Divisadero Street Capital Management
Vanguard Group
Steamboat Capital Partners
Acadian Asset Management
AQR Capital Management
Geode Capital Management
State Street Corporation
Springbok Capital Management
Rebalance
Morgan Stanley
Goldman Sachs Group
Invenomic Capital Management
Two Sigma Investments
Dimensional Fund Advisors

View all funds holding Priority Technology Hldgs In