Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 320,000 | $16,272 | — | — |
| Q3 2024 | 300,000 | $15,807 | — | — |
| Q2 2024 | 320,000 | $15,594 | — | — |
| Q4 2023 | 281,800 | $13,154 | — | — |