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Carillon Ser Tr shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Carillon Ser Tr shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Carillon Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Carillon Ser Tr held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carillon Ser Tr by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $301k 12k 25.83

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Top funds holding Carillon Ser Tr

Raymond James Financial
Global Assets Advisory
Jane Street
Steward Partners Investment Advisory
Phillips Wealth Planners

View all funds holding Carillon Ser Tr