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Energy Recovery shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Energy Recovery

Tip: Access up to 7 years of quarterly data

All positions including Energy Recovery held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Recovery by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $215k 16k 13.29
2024-03-31 $256k 16k 15.79

More positions owned by Wealth Enhancement Advisory Services

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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Energy Recovery

BlackRock
BlackRock
Brown Capital Management
Vanguard Group
Diamond Hill Capital Management
State Street Corporation
Geode Capital Management
KBC Group NV
Avenir Corporation
Falcon Edge Capital
Morgan Stanley
Baillie Gifford & Co
Invesco
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Energy Recovery