Institute For Wealth Management, Llc. Novartis Ag Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
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 3,698 shares of NVS stock, worth $483,587. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,698
Previous 3,698
-0.0%
Holding current value
$483,587
Previous $447,000
6.04%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding NVS
# of Institutions
1,561Shares Held
136MCall Options Held
1.72MPut Options Held
1.7M-
Dodge & Cox San Francisco, CA10.6MShares$1.39 Billion0.78% of portfolio
-
Primecap Management CO Pasadena, CA10.4MShares$1.36 Billion1.03% of portfolio
-
Dimensional Fund Advisors LP Austin, TX9.06MShares$1.18 Billion0.26% of portfolio
-
Morgan Stanley New York, NY7.56MShares$989 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.12MShares$931 Million0.35% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $281B
- 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...