Trace Wealth Advisors, LLC Novartis Ag Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 2025
A detailed history of Trace Wealth Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 1,825 shares of NVS stock, worth $241,465. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,825
Previous 1,825
-0.0%
Holding current value
$241,465
Previous $203 Million
8.55%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding NVS
# of Institutions
1,558Shares Held
136MCall Options Held
1.72MPut Options Held
1.7M-
Dodge & Cox San Francisco, CA10.6MShares$1.41 Billion0.78% of portfolio
-
Primecap Management CO Pasadena, CA10.4MShares$1.38 Billion1.03% of portfolio
-
Dimensional Fund Advisors LP Austin, TX9.06MShares$1.2 Billion0.26% of portfolio
-
Morgan Stanley New York, NY7.56MShares$1 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.12MShares$942 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 $285B
- 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...