A detailed history of Wealth Plan Investment Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,394 shares of NVS stock, worth $1.04 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,394
Holding current value
$1.04 Million
% of portfolio
0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$92.57 - $107.37 $869,602 - $1.01 Million
9,394 New
9,394 $1 Million
Q2 2023

Aug 14, 2023

BUY
$92.52 - $104.91 $14,803 - $16,785
160 Added 800.0%
180 $18,000
Q2 2023

Jul 25, 2023

BUY
$92.52 - $104.91 $1,850 - $2,098
20 New
20 $2,000

Others Institutions Holding NVS

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $238B
  • 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...
More about NVS
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