Morton Capital Management LLC/CA's ownership history for DFAE

Morton Capital Management LLC/CA currently holds 22.3K shares with a market value of $753.4K. It started holding DFAE on 2024-09-30. At its peak, it held 36.1K shares on 2024-09-30. Its highest holding value was $990.6K on 2024-09-30. At its lowest, it held 22.3K shares on 2026-03-31, with a value of $753.4K on 2026-03-31. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 3.4K. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 10.3K.