A detailed history of Creative Planning transactions in Stone X Group Inc. stock. As of the latest transaction made, Creative Planning holds 28,231 shares of SNEX stock, worth $2.53 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,231
Previous 22,335 26.4%
Holding current value
$2.53 Million
Previous $2.04 Million 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$81.94 - $104.56 $483,118 - $616,485
5,896 Added 26.4%
28,231 $2.85 Million
Q2 2025

Aug 08, 2025

BUY
$69.59 - $94.15 $406,266 - $549,647
5,838 Added 35.39%
22,335 $2.04 Million
Q1 2025

May 15, 2025

BUY
$76.12 - $126.89 $804,588 - $1.34 Million
10,570 Added 178.34%
16,497 $1.26 Million
Q4 2024

Feb 14, 2025

BUY
$80.62 - $104.76 $168,334 - $218,738
2,088 Added 54.39%
5,927 $580,000
Q3 2024

Oct 11, 2024

BUY
$73.76 - $84.42 $49,197 - $56,308
667 Added 21.03%
3,839 $314,000
Q2 2024

Aug 15, 2024

BUY
$64.09 - $79.18 $203,293 - $251,158
3,172 New
3,172 $238,000
Q1 2023

May 15, 2023

BUY
$84.61 - $105.01 $1,692 - $2,100
20 New
20 $2,000
Q4 2020

Jan 29, 2021

SELL
$50.59 - $64.32 $321,701 - $409,010
-6,359 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
$48.99 - $59.22 $311,527 - $376,579
6,359 New
6,359 $325,000

Others Institutions Holding SNEX

About StoneX Group Inc.


  • Ticker SNEX
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 20,261,600
  • Market Cap $1.82B
  • Description
  • StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to market ecosystem worldwide. Its Commercial segment provides risk management and hedging, exchange-traded and OTC products execution and clearing, voice brokerage, market intelligence, physical trading, and commodity...
More about SNEX
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.