Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2024 | 137,282 | $7,233 | — | — |
| Q4 2023 | 133,642 | $6,232 | — | — |
| Q4 2022 | 267,900 | $2,196 | — | — |
| Q1 2021 | 17,152 | $650 | — | — |