A detailed history of Ep Wealth Advisors, LLC transactions in Resideo Technologies, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,488 shares of REZI stock, worth $544,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,488
Previous 15,637 5.44%
Holding current value
$544,268
Previous $276,000 31.52%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$14.69 - $22.46 $12,501 - $19,113
851 Added 5.44%
16,488 $363,000
Q1 2025

May 15, 2025

BUY
$16.92 - $23.77 $264,578 - $371,691
15,637 New
15,637 $276,000

Others Institutions Holding REZI

About RESIDEO TECHNOLOGIES, INC.


  • Ticker REZI
  • Exchange NYSE
  • Sector Industrials
  • Industry Security & Protection Services
  • Shares Outstandng 145,687,008
  • Market Cap $4.81B
  • Description
  • Resideo Technologies, Inc. develops, manufactures, and sells comfort, residential thermal, and security solutions to the commercial and residential end markets in the United States, Europe, and internationally. The company operates in two segments, Products & Solutions, and ADI Global Distribution. It offers temperature and humidity control,...
More about REZI
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.