Trace Wealth Advisors, LLC NVS Holdings History
Trace Wealth Advisors, LLC's Novartis AG Holding Summary
As of 2025-03-31, Trace Wealth Advisors, LLC held 1,825.00 shares of Novartis AG(NVS), totaling $203,450.00. This investment constitutes 0.18% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0% of the outstanding Novartis AG(NVS) stock.
The initial trade took place in 2025Q1. And since then Trace Wealth Advisors, LLC has made 1 purchases of NVS, at an average price of $106.46, for a total of 1,825.00 shares. Based on historical transaction data and NVS's current price of $114.25, Trace Wealth Advisors, LLC's estimated gain on his NVS holdings is $14,216.75, reflecting a 7.32% gain to date.
Trace Wealth Advisors, LLC NVS ($114.25) Holding Chart
Trace Wealth Advisors, LLC NVS ($114.25) 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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