Cascade Financial Partners, LLC's ownership history for NVS

Cascade Financial Partners, LLC currently holds 4.7K shares with a market value of $723.0K. It started holding NVS on 2024-09-30. At its peak, it held 5.9K shares on 2024-09-30. Its highest holding value was $723.0K on 2026-03-31. At its lowest, it held 4.7K shares on 2026-03-31, with a value of $566.3K on 2025-03-31. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 200. In the recent year, Cascade Financial Partners, LLC has decreased its shares by 347.