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Novartis shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 106k 106.46
2024-03-31 $11M 112k 96.73
2023-12-31 $11M 106k 100.97
2023-09-30 $9.3M 91k 101.86
2023-03-31 $233k 2.5k 91.99

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Ishares Tr Msci Intl Moment (IMTM)
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Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Goldman Sachs Group
Henderson Group
Renaissance Technologies
Principal Financial Group
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
BlackRock
State Street Corporation

View all funds holding Novartis