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 2025 | 4,531 | $474 | — | — |
| Q2 2025 | 4,304 | $410 | — | — |
| Q1 2025 | 18,675 | $1,501 | — | — |
| Q4 2024 | 27,242 | $2,395 | — | — |
| Q3 2024 | 25,198 | $2,090 | — | — |
| Q2 2024 | 16,420 | $1,316 | — | — |
| Q1 2024 | 13,848 | $1,013 | — | — |
| Q3 2023 | 12,247 | $726 | — | — |