Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2024 | 2,840 | $228 | — | — |
| Q2 2024 | 2,840 | $228 | — | — |
| Q1 2024 | 3,155 | $231 | — | — |
| Q4 2023 | 4,212 | $274 | — | — |
| Q2 2023 | 4,376 | $267 | — | — |
| Q1 2023 | 5,392 | $299 | — | — |