TWCUX
American Century Ultra Investor Class
1W: -0.2%
1M: +2.9%
3M: +2.3%
YTD: +7.4%
1Y: -3.1%
3Y: +46.8%
5Y: +27.6%
$102.14
+1.22 (+1.21%)
Weekly Expected Move ±2.0%
$97
$99
$101
$103
$105
Institutional Ownership — TWCUX
4
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 16,061 | 2M | — | +0.0% | 9Q | SEC ↗ |
| 2 | Williams Jones Wealth Management, LLC. | 15,820 | 2M | — | +0.0% | 28Q | SEC ↗ |
| 3 | OAKWORTH CAPITAL, INC. | 304 | 31K | — | +0.0% | 4Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 205 | 21K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In | 205 | 21K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 205 | 21K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.