Walled Lake Planning & Wealth Management, LLC Novartis Ag Transaction History
Walled Lake Planning & Wealth Management, LLC
- $258 Million
- Q1 2025
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 51,939 shares of NVS stock, worth $6.01 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
51,939
Previous 52,399
0.88%
Holding current value
$6.01 Million
Previous $5.1 Million
13.57%
% of portfolio
2.25%
Previous 2.08%
Shares
13 transactions
Others Institutions Holding NVS
# of Institutions
1,524Shares Held
142MCall Options Held
1.63MPut Options Held
1.82M-
Dodge & Cox San Francisco, CA11.8MShares$1.37 Billion0.81% of portfolio
-
Primecap Management CO Pasadena, CA10.4MShares$1.2 Billion0.98% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.61MShares$996 Million0.25% of portfolio
-
Morgan Stanley New York, NY7.06MShares$817 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa6.76MShares$783 Million0.33% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $249B
- 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...