Walled Lake Planning & Wealth Management, LLC Novartis Ag Transaction History
Walled Lake Planning & Wealth Management, LLC
- $246 Million
- Q3 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Novartis Ag stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 51,795 shares of NVS stock, worth $5.09 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
51,795
Previous 51,890
0.18%
Holding current value
$5.09 Million
Previous $5.52 Million
7.84%
% of portfolio
2.42%
Previous 2.44%
Shares
11 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...