I have a sheet of roughly 2,000 investors. I am trying to keep track of each of their investments. Some of them invest indivisually, some invest through a specific account.
For example, John Smith has invested through three different accounts that appear as follows:
Column A Column B
Smith John
Smith John Family, LLC
Smith John IRA
Lets say column C is the shares he purchased in each of those investments.
Is there a formula that would sum the shares in Column C everywhere John Smith invested?
Example Excel sheet is attached
Thank You in Advance
Crosspost link: https://www.mrexcel.com/forum/excel-...ml#post5199756
Bookmarks