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Novartis shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 208 96.73
2023-12-31 $19k 208 90.72
2023-09-30 $21k 208 101.86
2023-06-30 $21k 208 100.91
2023-03-31 $28k 304 92.00
2022-12-31 $19k 208 90.72

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Mondrian Investment Partners
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Cullen Capital Management
UBS Group

View all funds holding Novartis