WealthPlan Investment Management, LLC's ownership history for NVS
WealthPlan Investment Management, LLC currently holds 9.6K shares with a market value of $1.5M. It started holding NVS on 2024-09-30. At its peak, it held 16.2K shares on 2025-12-31. Its highest holding value was $2.2M on 2025-12-31. At its lowest, it held 9.3K shares on 2025-06-30, with a value of $923.9K on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 200. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 100.
WealthPlan Investment Management, LLC's ownership history for NVS