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Energy Recovery shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Energy Recovery

Tip: Access up to 7 years of quarterly data

All positions including Energy Recovery held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Recovery by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $703k 45k 15.79

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding Energy Recovery

BlackRock
FMR
Vanguard Group
Ameriprise Financial
Fil
Diamond Hill Capital Management
Avenir Corporation
Geode Capital Management
Morgan Stanley
KBC Group NV
Dimensional Fund Advisors
New York State Common Retirement Fund
Montanaro Asset Management
SAM Sustainable Asset Management
Legal & General Group

View all funds holding Energy Recovery