DPW
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DiNuzzo Private Wealth’s StoneX SNEX Stock Holding History

DiNuzzo Private Wealth’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19K Buy
10
+3
+43% +$338 ﹤0.01% 851
2026
Q1 		$565 Sell
7
-4
-36% -$303 ﹤0.01% 1054
2025
Q4 		$666 Sell
11
-6
-35% -$377 ﹤0.01% 1001
2025
Q3 		$1.12K Buy
17
+5
+42% +$318 ﹤0.01% 834
2025
Q2 		$730 Buy
12
+3
+33% +$169 ﹤0.01% 959
2025
Q1 		$459 Sell
9
-2
-18% -$101 ﹤0.01% 1079
2024
Q4 		$490 Buy
11
+4
+57% +$168 ﹤0.01% 1090
2024
Q3 		$246 Buy
7
+2
+40% +$71 ﹤0.01% 1274
2024
Q2 		$151 Buy
+5
New +$160 ﹤0.01% 1302

Other funds holding SNEX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return