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Published indications, not live orders. Newest first; matching records grouped.

Latest observed . Availability is not verified.

Buyers 0

No published buyers.

Sellers 5

DatePrice / sizeBrokerTerms
UnpricedSize undisclosedSetter CapitalNot specified
Notes

Listed in past four days of inventory; terms not provided.

UnpricedSize undisclosedSetter CapitalNot specified
Notes

Listed in past four days of supply inventory.

UnpricedSize undisclosedSetter CapitalNot specified
Notes

Supply listed in past four days inventory.

$14.00/ share$500k+Forgecommon
Notes

Offer size is at least $500,000.

UnpricedSize undisclosedSetter CapitalNot specified
Notes

Listed in the latest daily supply inventory; block details available upon request.

Financing history

RoundDateRaisedPre-moneyPost-moneyPrice / shareInvestors
Asset AcquisitionSep 30, 2020————
AlphaCore Wealth Advisory
  • AlphaCore Wealth Advisory

PitchBook cached data. Investor participation is historical, not proof of current ownership. Lead labels appear only when reported. Missing details remain unspecified.

Investor participation · 1 names in the returned rounds
InvestorReported rounds
AlphaCore Wealth Advisory
Asset Acquisition · 2020-09-30
Cached deal details · 1 rounds
Round / dateType / statusInvestorsExiting investorsStored on
Asset Acquisition2020-09-30Corporate Asset PurchaseCompleted
AlphaCore Wealth Advisory
  • AlphaCore Wealth Advisory
Not specified2026-10-15

Stored on is the local round-record date, not the last time PitchBook verified it. No new provider lookups run when this page is opened.

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