Summit Financial Wealth Advisors, LLC Novartis Ag Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,121 shares of NVS stock, worth $410,567. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,121
Previous 3,085
1.17%
Holding current value
$410,567
Previous $373,000
7.24%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding NVS
# of Institutions
1,612Shares 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...