Walled Lake Planning & Wealth Management, LLC Novartis Ag Transaction History
Walled Lake Planning & Wealth Management, LLC
- $245 Million
- Q4 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 52,399 shares of NVS stock, worth $5.52 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
52,399
Previous 51,795
1.17%
Holding current value
$5.52 Million
Previous $5.96 Million
14.42%
% of portfolio
2.08%
Previous 2.42%
Shares
12 transactions
Others Institutions Holding NVS
# of Institutions
1,462Shares Held
132MCall Options Held
1.33MPut Options Held
1.54M-
Dodge & Cox San Francisco, CA12.2MShares$1.29 Billion0.74% of portfolio
-
Primecap Management CO Pasadena, CA11MShares$1.16 Billion0.85% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.18MShares$863 Million0.2% of portfolio
-
Morgan Stanley New York, NY6.87MShares$724 Million0.05% of portfolio
-
Loomis Sayles & CO L P5.58MShares$588 Million0.68% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $227B
- 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...