Mallini Complete Financial Planning LLC Purchases and Sells in Q2 2025

Mallini Complete Financial Planning LLC

41 operations

Stock	Shares change	Price Range	Shares Held
VXUS	2.57K + 1.36%	$55.54 - $69.09 $143K - $178K	192K $13.3B
VTEB	18.6K + 10.46%	$48.13 - $49.85 $895K - $927K	196K $9.63B
BND	7.77K + 2.47%	$72.02 - $73.82 $560K - $574K	322K $23.7B
EAGG	12.6K + 30.02%	$46.41 - $47.7 $586K - $602K	54.7K $2.6B
ESGV	2.32K + 8.59%	$86.93 - $109.64 $202K - $255K	29.4K $3.22B
VSGX	1.3K + 9.36%	$52.84 - $65.52 $68.7K - $85.2K	15.2K $996M

4 operations

Stock	Shares change	Price Range	Shares Held
NVDA	1.48K New	$94.31 - $157.99 $140K - $234K	1.48K $234M
QQQ	415 New	$416.06 - $551.64 $173K - $229K	415 $229M
VXF	1.07K New	$150.43 - $192.71 $161K - $206K	1.07K $206M
TLRY	11.6K New	$0.36 - $0.65 $4.19K - $7.56K	11.6K $4.82M

6 operations

Stock	Shares change	Price Range	Shares Held
USAC	-184 - 0.2%	$22.12 - $27.69 $4.07K - $5.09K	92.8K $2.26B
ET	-1.14K - 3.13%	$15.65 - $18.93 $17.8K - $21.5K	35.2K $638M
JEPI	-180 - 3.4%	$51.14 - $57.0 $9.21K - $10.3K	5.12K $291M
PFF	-206 - 2.34%	$29.0 - $30.68 $5.97K - $6.32K	8.61K $264M
JPIE	-165 - 3.29%	$45.12 - $46.32 $7.44K - $7.64K	4.85K $225M
VYM	-58 - 1.21%	$114.78 - $133.31 $6.66K - $7.73K	4.75K $634M

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