Wealth Plan Investment Management, LLC Novartis Ag Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
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 9,494 shares of NVS stock, worth $933,734. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,494
Previous 9,394
1.06%
Holding current value
$933,734
Previous $1 Million
9.1%
% of portfolio
0.12%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding NVS
# of Institutions
1,437Shares Held
131MCall Options Held
1.12MPut Options Held
1.83M-
Dodge & Cox San Francisco, CA12.2MShares$1.2 Billion0.85% of portfolio
-
Primecap Management CO Pasadena, CA12MShares$1.18 Billion1.03% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.09MShares$796 Million0.23% of portfolio
-
Morgan Stanley New York, NY6.98MShares$687 Million0.06% of portfolio
-
Loomis Sayles & CO L P5.77MShares$567 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 $212B
- 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...