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Total Investment Management’s Iveda Solutions IVDA Stock Holding History

Total Investment Management’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
2025
Q3 		– Sell
-250
Closed -$508 – 460
2025
Q2 		$508 Buy
+250
New +$559 ﹤0.01% 737

Other funds holding IVDA

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Investment Management's IVDA Position: Q3 2025 in Review

Total Investment Management sold out of Iveda Solutions (IVDA) in Q3 2025, closing a stake of 250 shares — an estimated $508 sold.

Total Investment Management first reported a position in IVDA in Q2 2025 and held it in 1 quarter. The position peaked at $508 in Q2 2025. 10 funds tracked by Wall St. Rank hold IVDA as of Q3 2025.

  • Total Investment Management reported no remaining Iveda Solutions position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 250 Iveda Solutions shares in Q3 2025, an estimated $508.
  • Total Investment Management first reported a position in Iveda Solutions in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's Iveda Solutions position peaked at $508 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Iveda Solutions as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.