SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

Note: Option positions (PUT/CALL) are excluded.

Q4 2023
Shares 25,245 Value ($000) $1,177 Avg Close Range
Q3 2023
Shares 25,827 Value ($000) $1,066 Avg Close Range
Q2 2023
Shares 25,751 Value ($000) $1,112 Avg Close Range
Q1 2022
Shares 61,964 Value ($000) $2,587 Avg Close Range
Q2 2021
Shares 43,061 Value ($000) $1,703 Avg Close Range
Q1 2020
Shares 43,353 Value ($000) $1,120 Avg Close Range
Q4 2019
Shares 121,046 Value ($000) $4,226 Avg Close Range