Ashton Thomas Private Wealth’s Iveda Solutions IVDA Stock Holding History

Ashton Thomas Private Wealth’s Portfolio IVDA Stock Details IVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-161	Closed	-$654	–	1233
2024 Q2	$654	Buy	+161	New	+$953	﹤0.01%	1884

Other funds holding IVDA

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Ashton Thomas Private Wealth's IVDA Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Iveda Solutions (IVDA) in Q3 2024, closing a stake of 161 shares — an estimated $654 sold.

Ashton Thomas Private Wealth first reported a position in IVDA in Q2 2024 and held it in 1 quarter. The position peaked at $654 in Q2 2024. 9 funds tracked by Wall St. Rank hold IVDA as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Iveda Solutions position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 161 Iveda Solutions shares in Q3 2024, an estimated $654.
Ashton Thomas Private Wealth first reported a position in Iveda Solutions in Q2 2024 and held it in 1 quarter.
Ashton Thomas Private Wealth's Iveda Solutions position peaked at $654 in Q2 2024.
9 funds tracked by Wall St. Rank held Iveda Solutions as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.