Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 3,890 | $371 | — | — |
| Q1 2025 | 4,094 | $329 | — | — |
| Q4 2024 | 4,094 | $360 | — | — |
| Q3 2024 | 4,971 | $412 | — | — |
| Q2 2024 | 5,074 | $407 | — | — |
| Q1 2024 | 5,101 | $373 | — | — |
| Q4 2023 | 5,101 | $332 | — | — |
| Q3 2023 | 5,234 | $310 | — | — |
| Q1 2018 | 200 | $7 | — | — |