Modern Wealth Management, LLC's ownership history for NVS

Modern Wealth Management, LLC currently holds 9.9K shares with a market value of $1.3M. It started holding NVS on 2024-09-30. At its peak, it held 9.9K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 1.8K shares on 2024-09-30, with a value of $205.9K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 2.1K.