Kingswood Wealth Advisors, LLC Novartis Ag Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,389 shares of NVS stock, worth $314,272. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,389
Previous 1,851
29.07%
Holding current value
$314,272
Previous $237 Million
38.76%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding NVS
# of Institutions
1,631Shares Held
136MCall Options Held
1.53MPut Options Held
2.22M-
Dodge & Cox San Francisco, CA10.6MShares$1.39 Billion0.78% of portfolio
-
Primecap Management CO Pasadena, CA9.34MShares$1.23 Billion0.95% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.84MShares$1.16 Billion0.25% of portfolio
-
Morgan Stanley New York, NY7.73MShares$1.02 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.24MShares$952 Million0.34% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $283B
- Description
- Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...