Institute For Wealth Management, Llc. Novartis Ag Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Novartis Ag stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,699 shares of NVS stock, worth $369,789. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,699
Previous 3,732
0.88%
Holding current value
$369,789
Previous $429,000
16.32%
% of portfolio
0.05%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding NVS
# of Institutions
1,423Shares Held
130MCall Options Held
1.12MPut Options Held
1.83M-
Dodge & Cox San Francisco, CA12.2MShares$1.22 Billion0.85% of portfolio
-
Primecap Management CO Pasadena, CA12MShares$1.2 Billion1.03% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.09MShares$809 Million0.23% of portfolio
-
Morgan Stanley New York, NY6.98MShares$698 Million0.06% of portfolio
-
Loomis Sayles & CO L P5.77MShares$577 Million0.87% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $215B
- 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...