Walled Lake Planning & Wealth Management, LLC Novartis Ag Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 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 51,890 shares of NVS stock, worth $5.97 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
51,890
Previous 52,786
1.7%
Holding current value
$5.97 Million
Previous $5.11 Million
8.21%
% of portfolio
2.44%
Previous 2.26%
Shares
10 transactions
Others Institutions Holding NVS
# of Institutions
1,426Shares Held
138MCall Options Held
1.48MPut Options Held
1.54M-
Dodge & Cox San Francisco, CA12.2MShares$1.41 Billion0.82% of portfolio
-
Primecap Management CO Pasadena, CA12.2MShares$1.4 Billion0.95% of portfolio
-
Morgan Stanley New York, NY7.42MShares$853 Million0.06% of portfolio
-
Dimensional Fund Advisors LP Austin, TX7.41MShares$852 Million0.21% of portfolio
-
Loomis Sayles & CO L P5.95MShares$684 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 $247B
- 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...