Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2024 | 4,287 | $219 | — | — |
| Q2 2024 | 4,608 | $225 | — | — |
| Q1 2024 | 5,344 | $268 | — | — |
| Q4 2023 | 5,416 | $253 | — | — |
| Q3 2023 | 5,424 | $224 | — | — |