Back to SNEX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SNEX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SNEX Position History
StoneX Group Inc. • Financial Services
Quarters held
15
Latest value
$694K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $528K |
| Q3 2025 | $787K |
| Q3 2025 | $976K |
| Q4 2025 | $722K |
| Q4 2025 | $897K |
| Q4 2025 | $941K |
| Q1 2026 | $545K |
| Q1 2026 | $327K |
| Q1 2026 | $861K |
| Q2 2026 | $710K |
| Q2 2026 | $483K |
| Q2 2026 | $1M |
| Q3 2026 | $918K |
| Q3 2026 | $445K |
| Q3 2026 | $694K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $694K | 8.4K | — | — |
| Q3 2026 | $445K | 15.6K | — | — |
| Q3 2026 | $918K | 20.8K | — | — |
| Q2 2026 | $1M | 12.4K | — | — |
| Q2 2026 | $483K | 9.8K | — | — |
| Q2 2026 | $710K | 16.9K | — | — |
| Q1 2026 | $861K | 10.3K | — | — |
| Q1 2026 | $327K | 9.9K | — | — |
| Q1 2026 | $545K | 16.0K | — | — |
| Q4 2025 | $941K | 11.0K | — | — |
| Q4 2025 | $897K | 8.7K | — | — |
| Q4 2025 | $722K | 16.4K | — | — |
| Q3 2025 | $976K | 12.2K | — | — |
| Q3 2025 | $787K | 8.0K | — | — |
| Q3 2025 | $528K | 15.9K | — | — |
Other funds holding SNEX
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$346.4M
$343.8M
$343.8M
$263.7M
$243.4M