Number of Shares
560.00
Current Holdings Value*
$62,430.00
% of Portfolio
1.5%
Total Estimate Gain
$9,741.20
% of Total Estimate Gain
16.65%

Fundamentals First ETF's Novartis AG Holding Summary

As of 2025-03-31, Fundamentals First ETF held 560.00 shares of Novartis AG(NVS), totaling $62,430.00. This investment constitutes 1.5% of their stock portfolio, and Fundamentals First ETF now holds 0% of the outstanding Novartis AG(NVS) stock.

The initial trade took place in 2024Q1. And since then Fundamentals First ETF has made 3 purchases of NVS, at an average price of $104.50, for a total of 560.00 shares. Based on historical transaction data and NVS's current price of $121.90, Fundamentals First ETF's estimated gain on his NVS holdings is $9,741.20, reflecting a 16.65% gain to date.

Fundamentals First ETF NVS ($121.90) Holding Chart

Fundamentals First ETF NVS ($121.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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