M&A - Advisors Disciplined Trust 2260

Add to your watchlist
Back to List of Mergers and Acquisitions

Form Type: 497

Filing Date: 2025-02-25

Corporate Action: Acquisition

Type: New

Accession Number: 000183988225010673

Filing Summary: Advisors Disciplined Trust 2260 announces a significant transaction whereby Apollon Wealth Management, LLC will acquire the assets related to the investment advisory business of Cyrus J. Lawrence LLC. This transaction, pursuant to an asset purchase agreement signed on January 22, 2025, is expected to be completed on or around February 26, 2025, pending customary closing conditions and necessary client consents. Importantly, there will be no change to the trust's investment objective or principal investment strategy as a result of this transaction.

Additional details:

Asset Purchase Date: 2025-01-22


Expected Completion Date: 2025-02-26


Transaction Details: Apollon Wealth Management, LLC acquiring assets of Cyrus J. Lawrence LLC


No Change In Strategy: true


Comments

No comments yet. Be the first to comment!